Bank of Montreal’s Zumiez ZUMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-101,321
| Closed | -$1.98M | – | 4305 |
|
|
2024
Q2 | $1.98M | Buy |
+101,321
| New | +$1.76M | ﹤0.01% | 1668 |
|
|
2022
Q2 | – | Sell |
-5,364
| Closed | -$223K | – | 4506 |
|
|
2022
Q1 | $223K | Sell |
5,364
-331
| -6% | -$14.4K | ﹤0.01% | 3390 |
|
|
2021
Q4 | $277K | Sell |
5,695
-242,551
| -98% | -$11.1M | ﹤0.01% | 2773 |
|
|
2021
Q3 | $10.9M | Sell |
248,246
-75,995
| -23% | -$3.24M | 0.01% | 1242 |
|
|
2021
Q2 | $16M | Buy |
324,241
+82,754
| +34% | +$3.71M | 0.01% | 1019 |
|
|
2021
Q1 | $10.9M | Sell |
241,487
-11,866
| -5% | -$528K | 0.01% | 963 |
|
|
2020
Q4 | $10.8M | Buy |
253,353
+85,262
| +51% | +$2.87M | 0.01% | 976 |
|
|
2020
Q3 | $4.79M | Buy |
168,091
+21,177
| +14% | +$554K | ﹤0.01% | 1227 |
|
|
2020
Q2 | $3.73M | Buy |
146,914
+93,098
| +173% | +$2.11M | ﹤0.01% | 1318 |
|
|
2020
Q1 | $781K | Sell |
53,816
-6,890
| -11% | -$194K | ﹤0.01% | 1797 |
|
|
2019
Q4 | $2.1M | Buy |
60,706
+46,701
| +333% | +$1.48M | ﹤0.01% | 1854 |
|
|
2019
Q3 | $444K | Sell |
14,005
-157
| -1% | -$4.14K | ﹤0.01% | 2476 |
|
|
2019
Q2 | $370K | Sell |
14,162
-6,645
| -32% | -$161K | ﹤0.01% | 2602 |
|
|
2019
Q1 | $518K | Sell |
20,807
-593
| -3% | -$14.1K | ﹤0.01% | 2285 |
|
|
2018
Q4 | $410K | Buy |
21,400
+5,565
| +35% | +$118K | ﹤0.01% | 2248 |
|
|
2018
Q3 | $416K | Buy |
15,835
+6,801
| +75% | +$178K | ﹤0.01% | 2414 |
|
|
2018
Q2 | $226K | Buy |
9,034
+132
| +1% | +$3.29K | ﹤0.01% | 2708 |
|
|
2018
Q1 | $213K | Sell |
8,902
-18,873
| -68% | -$403K | ﹤0.01% | 2603 |
|
|
2017
Q4 | $579K | Hold |
27,775
| – | – | ﹤0.01% | 2215 |
|
|
2017
Q3 | $503K | Buy |
27,775
+13,598
| +96% | +$185K | ﹤0.01% | 2271 |
|
|
2017
Q2 | $175K | Buy |
14,177
+13,076
| +1,188% | +$200K | ﹤0.01% | 2718 |
|
|
2017
Q1 | $20K | Sell |
1,101
-1,761
| -62% | -$34.5K | ﹤0.01% | 3372 |
|
|
2016
Q4 | $71K | Buy |
2,862
+2,710
| +1,783% | +$62.8K | ﹤0.01% | 2991 |
|
|
2016
Q3 | $3K | Hold |
152
| – | – | ﹤0.01% | 3808 |
|
|
2016
Q2 | $2K | Hold |
152
| – | – | ﹤0.01% | 3913 |
|
|
2016
Q1 | $3K | Sell |
152
-155
| -50% | -$2.91K | ﹤0.01% | 3928 |
|
|
2015
Q4 | $5K | Sell |
307
-419
| -58% | -$6.79K | ﹤0.01% | 3809 |
|
|
2015
Q3 | $11K | Sell |
726
-15,005
| -95% | -$342K | ﹤0.01% | 3450 |
|
|
2015
Q2 | $418K | Sell |
15,731
-667
| -4% | -$20.5K | ﹤0.01% | 2060 |
|
|
2015
Q1 | $660K | Sell |
16,398
-643
| -4% | -$24.9K | ﹤0.01% | 1809 |
|
|
2014
Q4 | $659K | Buy |
17,041
+9,462
| +125% | +$323K | ﹤0.01% | 1924 |
|
|
2014
Q3 | $213K | Buy |
7,579
+2,158
| +40% | +$63.4K | ﹤0.01% | 2505 |
|
|
2014
Q2 | $150K | Buy |
5,421
+4,691
| +643% | +$125K | ﹤0.01% | 2634 |
|
|
2014
Q1 | $18K | Hold |
730
| – | – | ﹤0.01% | 3521 |
|
|
2013
Q4 | $19K | Hold |
730
| – | – | ﹤0.01% | 3244 |
|
|
2013
Q3 | $20K | Hold |
730
| – | – | ﹤0.01% | 3224 |
|
|
2013
Q2 | $21K | Buy |
+730
| New | +$21.2K | ﹤0.01% | 3071 |
|
Other funds holding ZUMZ
TC
DCM
Bank of Montreal's ZUMZ Position: Q3 2024 in Review
Bank of Montreal sold out of Zumiez (ZUMZ) in Q3 2024, closing a stake of 101,321 shares — an estimated $1.98M sold.
Bank of Montreal first reported a position in ZUMZ in Q2 2013 and held it in 37 quarters. The position peaked at $16M in Q2 2021. 126 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2024.
- Bank of Montreal reported no remaining Zumiez position as of Q3 2024 after selling out during the quarter.
- Bank of Montreal sold 101,321 Zumiez shares in Q3 2024, an estimated $1.98M.
- Bank of Montreal first reported a position in Zumiez in Q2 2013 and held it in 37 quarters.
- Bank of Montreal's Zumiez position peaked at $16M in Q2 2021.
- 126 funds tracked by Wall St. Rank held Zumiez as of Q3 2024.
Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.