Baker Avenue Asset Management’s Zumiez ZUMZ Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-13	Closed	-$231	–	1547
2023 Q3	$231	Hold	13	–	–	﹤0.01%	1585
2023 Q2	$217	Buy	+13	New	+$217	﹤0.01%	1566

Other funds holding ZUMZ

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

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

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

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

DCM

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Baker Avenue Asset Management's ZUMZ Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Zumiez (ZUMZ) in Q4 2023, closing a stake of 13 shares — an estimated $231 sold.

Baker Avenue Asset Management first reported a position in ZUMZ in Q2 2023 and held it in 2 quarters. The position peaked at $231 in Q3 2023. 112 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2023.

Baker Avenue Asset Management reported no remaining Zumiez position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 13 Zumiez shares in Q4 2023, an estimated $231.
Baker Avenue Asset Management first reported a position in Zumiez in Q2 2023 and held it in 2 quarters.
Baker Avenue Asset Management's Zumiez position peaked at $231 in Q3 2023.
112 funds tracked by Wall St. Rank held Zumiez as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.