AUA Capital Management’s Zumiez ZUMZ Stock Holding History

AUA Capital 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
2022 Q3	–	Sell	-21	Closed	-$1K	–	379
2022 Q2	$1K	Sell	21 -11	-34%	-$370	﹤0.01%	354
2022 Q1	$1K	Sell	32 -7	-18%	-$304	﹤0.01%	361
2021 Q4	$2K	Hold	39	–	–	﹤0.01%	304
2021 Q3	$2K	Buy	39 +4	+11%	+$171	﹤0.01%	301
2021 Q2	$2K	Buy	35 +1	+3%	+$45	﹤0.01%	292
2021 Q1	$1K	Buy	+34	New	+$1.51K	﹤0.01%	340

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AUA Capital Management's ZUMZ Position: Q3 2022 in Review

AUA Capital Management sold out of Zumiez (ZUMZ) in Q3 2022, closing a stake of 21 shares — an estimated $1K sold.

AUA Capital Management first reported a position in ZUMZ in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 151 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2022.

AUA Capital Management reported no remaining Zumiez position as of Q3 2022 after selling out during the quarter.
AUA Capital Management sold 21 Zumiez shares in Q3 2022, an estimated $1K.
AUA Capital Management first reported a position in Zumiez in Q1 2021 and held it in 6 quarters.
AUA Capital Management's Zumiez position peaked at $2K in Q4 2021.
151 funds tracked by Wall St. Rank held Zumiez as of Q3 2022.

Based on AUA Capital Management's 13F filing for Q3 2022, filed 9 Nov 2022.