Aviva
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Aviva’s Zumiez ZUMZ Stock Holding History

Aviva’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
2023
Q1 		– Sell
-14,270
Closed -$310K – 1043
2022
Q4 		$310K Sell
14,270
-48,657
-77% -$1.08M ﹤0.01% 973
2022
Q3 		$1.35M Sell
62,927
-6,003
-9% -$157K 0.01% 878
2022
Q2 		$1.79M Buy
68,930
+15,603
+29% +$525K 0.01% 894
2022
Q1 		$2.04M Buy
+53,327
New +$2.32M 0.01% 847

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aviva's ZUMZ Position: Q1 2023 in Review

Aviva sold out of Zumiez (ZUMZ) in Q1 2023, closing a stake of 14,270 shares — an estimated $310K sold.

Aviva first reported a position in ZUMZ in Q1 2022 and held it in 4 quarters. The position peaked at $2.04M in Q1 2022. 143 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2023.

  • Aviva reported no remaining Zumiez position as of Q1 2023 after selling out during the quarter.
  • Aviva sold 14,270 Zumiez shares in Q1 2023, an estimated $310K.
  • Aviva first reported a position in Zumiez in Q1 2022 and held it in 4 quarters.
  • Aviva's Zumiez position peaked at $2.04M in Q1 2022.
  • 143 funds tracked by Wall St. Rank held Zumiez as of Q1 2023.

Based on Aviva's 13F filing for Q1 2023, filed 12 May 2023.