Capital Fund Management (CFM)’s Zumiez ZUMZ Stock Holding History

Capital Fund Management (CFM)’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
2021 Q4	–	Sell	-15,899	Closed	-$632K	–	1897
2021 Q3	$632K	Buy	15,899 +2,888	+22%	+$123K	﹤0.01%	1317
2021 Q2	$637K	Buy	13,011 +1,267	+11%	+$56.9K	0.01%	1256
2021 Q1	$504K	Buy	11,744 +547	+5%	+$24.4K	0.01%	1136
2020 Q4	$412K	Buy	+11,197	New	+$377K	﹤0.01%	1156
2019 Q1	–	Sell	-16,500	Closed	-$316K	–	2157
2018 Q4	$316K	Buy	+16,500	New	+$349K	﹤0.01%	1583
2018 Q3	–	Sell	-12,700	Closed	-$318K	–	2329
2018 Q2	$318K	Buy	+12,700	New	+$316K	﹤0.01%	1765
2017 Q4	–	Sell	-12,300	Closed	-$223K	–	2016
2017 Q3	$223K	Buy	+12,300	New	+$167K	﹤0.01%	1427

Other funds holding ZUMZ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Fund Management (CFM)'s ZUMZ Position: Q4 2021 in Review

Capital Fund Management (CFM) sold out of Zumiez (ZUMZ) in Q4 2021, closing a stake of 15,899 shares — an estimated $632K sold.

Capital Fund Management (CFM) first reported a position in ZUMZ in Q3 2017 and held it in 7 quarters. The position peaked at $637K in Q2 2021. 190 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2021.

Capital Fund Management (CFM) reported no remaining Zumiez position as of Q4 2021 after selling out during the quarter.
Capital Fund Management (CFM) sold 15,899 Zumiez shares in Q4 2021, an estimated $632K.
Capital Fund Management (CFM) first reported a position in Zumiez in Q3 2017 and held it in 7 quarters.
Capital Fund Management (CFM)'s Zumiez position peaked at $637K in Q2 2021.
190 funds tracked by Wall St. Rank held Zumiez as of Q4 2021.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2021, filed 10 Feb 2022.