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Aperio Group’s Zumiez ZUMZ Stock Holding History

Aperio Group’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$567K Sell
15,417
-431
-3% -$14.5K ﹤0.01% 1903
2020
Q3 		$441K Sell
15,848
-176
-1% -$4.6K ﹤0.01% 1874
2020
Q2 		$439K Buy
16,024
+1,309
+9% +$29.7K ﹤0.01% 1823
2020
Q1 		$255K Buy
14,715
+3,792
+35% +$107K ﹤0.01% 1995
2019
Q4 		$377K Sell
10,923
-392
-3% -$12.4K ﹤0.01% 1960
2019
Q3 		$358K Buy
11,315
+172
+2% +$4.54K ﹤0.01% 1936
2019
Q2 		$291K Buy
11,143
+286
+3% +$6.94K ﹤0.01% 2035
2019
Q1 		$270K Sell
10,857
-2,693
-20% -$63.8K ﹤0.01% 2053
2018
Q4 		$260K Sell
13,550
-4,877
-26% -$103K ﹤0.01% 2011
2018
Q3 		$486K Buy
18,427
+3,849
+26% +$101K ﹤0.01% 1778
2018
Q2 		$365K Buy
14,578
+783
+6% +$19.5K ﹤0.01% 1911
2018
Q1 		$330K Buy
13,795
+121
+0.9% +$2.58K ﹤0.01% 1904
2017
Q4 		$285K Sell
13,674
-331
-2% -$6.33K ﹤0.01% 1966
2017
Q3 		$253K Buy
+14,005
New +$191K ﹤0.01% 2018
2017
Q1 		– Sell
-9,707
Closed -$212K – 2171
2016
Q4 		$212K Sell
9,707
-1,952
-17% -$45.2K ﹤0.01% 1979
2016
Q3 		$210K Buy
+11,659
New +$193K ﹤0.01% 1914
2015
Q2 		– Sell
-5,459
Closed -$220K – 2038
2015
Q1 		$220K Buy
5,459
+252
+5% +$9.77K ﹤0.01% 1766
2014
Q4 		$201K Buy
+5,207
New +$178K ﹤0.01% 1747

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's ZUMZ Position: Q4 2020 in Review

Aperio Group reduced its Zumiez (ZUMZ) stake by 2.7% in Q4 2020, selling an estimated $14.5K and leaving 15,417 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Aperio Group first reported a position in ZUMZ in Q4 2014 and has held it in 18 quarters since. 171 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2020.

  • Aperio Group held 15,417 shares of Zumiez worth $567K as of Q4 2020.
  • Aperio Group sold 431 Zumiez shares in Q4 2020, an estimated $14.5K.
  • Zumiez made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1903 holding.
  • Aperio Group first reported a position in Zumiez in Q4 2014 and has held it in 18 quarters since.
  • 171 funds tracked by Wall St. Rank held Zumiez as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.