AIM
ZOES

Artemis Investment Management’s Zoe's Kitchen, Inc. ZOES Stock Holding History

Artemis Investment Management’s Portfolio ZOES Stock Details ZOES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-144,166
Closed -$5.68M – 254
2015
Q3 		$5.68M Buy
144,166
+11,004
+8% +$428K 0.17% 136
2015
Q2 		$5.46M Buy
133,162
+113,355
+572% +$3.95M 0.18% 116
2015
Q1 		$659K Hold
19,807
– – 0.03% 208
2014
Q4 		$592K Buy
+19,807
New +$641K 0.02% 207

Other funds holding ZOES

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MGM
Miura Global Management New York $25.2M AUM 60.6% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artemis Investment Management's ZOES Position: Q4 2015 in Review

Artemis Investment Management sold out of Zoe's Kitchen, Inc. (ZOES) in Q4 2015, closing a stake of 144,166 shares — an estimated $5.68M sold.

Artemis Investment Management first reported a position in ZOES in Q4 2014 and held it in 4 quarters. The position peaked at $5.68M in Q3 2015. 130 funds tracked by Wall St. Rank hold ZOES as of Q4 2015.

  • Artemis Investment Management reported no remaining Zoe's Kitchen, Inc. position as of Q4 2015 after selling out during the quarter.
  • Artemis Investment Management sold 144,166 Zoe's Kitchen, Inc. shares in Q4 2015, an estimated $5.68M.
  • Artemis Investment Management first reported a position in Zoe's Kitchen, Inc. in Q4 2014 and held it in 4 quarters.
  • Artemis Investment Management's Zoe's Kitchen, Inc. position peaked at $5.68M in Q3 2015.
  • 130 funds tracked by Wall St. Rank held Zoe's Kitchen, Inc. as of Q4 2015.

Based on Artemis Investment Management's 13F filing for Q4 2015, filed 8 Feb 2016.