AIM
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Assured Investment Management’s Zumiez ZUMZ Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-57,023
Closed -$1.09M – 1377
2018
Q4 		$1.09M Sell
57,023
-6,473
-10% -$137K 0.03% 436
2018
Q3 		$1.67M Buy
63,496
+35,313
+125% +$926K 0.03% 458
2018
Q2 		$706K Buy
28,183
+20,989
+292% +$522K 0.01% 698
2018
Q1 		$172K Buy
+7,194
New +$154K ﹤0.01% 994

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Assured Investment Management's ZUMZ Position: Q1 2019 in Review

Assured Investment Management sold out of Zumiez (ZUMZ) in Q1 2019, closing a stake of 57,023 shares — an estimated $1.09M sold.

Assured Investment Management first reported a position in ZUMZ in Q1 2018 and held it in 4 quarters. The position peaked at $1.67M in Q3 2018. 156 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2019.

  • Assured Investment Management reported no remaining Zumiez position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 57,023 Zumiez shares in Q1 2019, an estimated $1.09M.
  • Assured Investment Management first reported a position in Zumiez in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Zumiez position peaked at $1.67M in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Zumiez as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.