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Burney Company’s Zumiez ZUMZ Stock Holding History

Burney Company’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
2022
Q3 		– Sell
-8,367
Closed -$218K – 571
2022
Q2 		$218K Sell
8,367
-37,574
-82% -$1.26M 0.01% 514
2022
Q1 		$1.75M Buy
45,941
+38,684
+533% +$1.68M 0.08% 253
2021
Q4 		$348K Buy
7,257
+535
+8% +$24.4K 0.02% 470
2021
Q3 		$267K Buy
+6,722
New +$287K 0.01% 499

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burney Company's ZUMZ Position: Q3 2022 in Review

Burney Company sold out of Zumiez (ZUMZ) in Q3 2022, closing a stake of 8,367 shares — an estimated $218K sold.

Burney Company first reported a position in ZUMZ in Q3 2021 and held it in 4 quarters. The position peaked at $1.75M in Q1 2022. 151 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2022.

  • Burney Company reported no remaining Zumiez position as of Q3 2022 after selling out during the quarter.
  • Burney Company sold 8,367 Zumiez shares in Q3 2022, an estimated $218K.
  • Burney Company first reported a position in Zumiez in Q3 2021 and held it in 4 quarters.
  • Burney Company's Zumiez position peaked at $1.75M in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Zumiez as of Q3 2022.

Based on Burney Company's 13F filing for Q3 2022, filed 15 Nov 2022.