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Bogle Investment Management’s Zumiez ZUMZ Stock Holding History

Bogle Investment 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
2020
Q2 		– Sell
-19,500
Closed -$338K – 432
2020
Q1 		$338K Buy
+19,500
New +$550K 0.04% 232
2017
Q1 		– Sell
-69,859
Closed -$1.53M – 394
2016
Q4 		$1.53M Buy
+69,859
New +$1.62M 0.11% 205
2015
Q2 		– Sell
-50,151
Closed -$2.02M – 437
2015
Q1 		$2.02M Buy
+50,151
New +$1.94M 0.14% 184

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogle Investment Management's ZUMZ Position: Q2 2020 in Review

Bogle Investment Management sold out of Zumiez (ZUMZ) in Q2 2020, closing a stake of 19,500 shares — an estimated $338K sold.

Bogle Investment Management first reported a position in ZUMZ in Q1 2015 and held it in 3 quarters. The position peaked at $2.02M in Q1 2015. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2020.

  • Bogle Investment Management reported no remaining Zumiez position as of Q2 2020 after selling out during the quarter.
  • Bogle Investment Management sold 19,500 Zumiez shares in Q2 2020, an estimated $338K.
  • Bogle Investment Management first reported a position in Zumiez in Q1 2015 and held it in 3 quarters.
  • Bogle Investment Management's Zumiez position peaked at $2.02M in Q1 2015.
  • 162 funds tracked by Wall St. Rank held Zumiez as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.