Barrow, Hanley, Mewhinney & Strauss
ZUMZ icon

Barrow, Hanley, Mewhinney & Strauss’s Zumiez ZUMZ Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q4 		– Sell
-89,075
Closed -$2.82M – 347
2019
Q3 		$2.82M Sell
89,075
-22,187
-20% -$585K 0.01% 191
2019
Q2 		$2.9M Sell
111,262
-52,838
-32% -$1.28M 0.01% 205
2019
Q1 		$4.08M Sell
164,100
-41,631
-20% -$987K 0.01% 178
2018
Q4 		$3.94M Sell
205,731
-37,981
-16% -$804K 0.01% 175
2018
Q3 		$6.42M Buy
243,712
+61,619
+34% +$1.62M 0.01% 177
2018
Q2 		$4.56M Hold
182,093
– – 0.01% 223
2018
Q1 		$4.35M Sell
182,093
-561
-0.3% -$12K 0.01% 215
2017
Q4 		$3.8M Sell
182,654
-10,284
-5% -$197K 0.01% 239
2017
Q3 		$3.49M Sell
192,938
-393
-0.2% -$5.35K 0.01% 234
2017
Q2 		$2.39M Buy
193,331
+18,283
+10% +$279K ﹤0.01% 256
2017
Q1 		$3.2M Buy
175,048
+5,979
+4% +$117K ﹤0.01% 243
2016
Q4 		$3.69M Sell
169,069
-298
-0.2% -$6.9K 0.01% 236
2016
Q3 		$3.05M Buy
169,367
+5,354
+3% +$88.8K ﹤0.01% 231
2016
Q2 		$2.35M Buy
164,013
+39,647
+32% +$630K ﹤0.01% 244
2016
Q1 		$2.48M Buy
124,366
+6,746
+6% +$127K ﹤0.01% 237
2015
Q4 		$1.78M Buy
+117,620
New +$1.91M ﹤0.01% 255

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's ZUMZ Position: Q4 2019 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Zumiez (ZUMZ) in Q4 2019, closing a stake of 89,075 shares — an estimated $2.82M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in ZUMZ in Q4 2015 and held it in 16 quarters. The position peaked at $6.42M in Q3 2018. 185 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2019.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Zumiez position as of Q4 2019 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 89,075 Zumiez shares in Q4 2019, an estimated $2.82M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Zumiez in Q4 2015 and held it in 16 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Zumiez position peaked at $6.42M in Q3 2018.
  • 185 funds tracked by Wall St. Rank held Zumiez as of Q4 2019.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2019, filed 12 Feb 2020.