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Cerity Partners OCIO’s Zumiez ZUMZ Stock Holding History

Cerity Partners OCIO’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
-70,702
Closed -$1.84M – 445
2022
Q2 		$1.84M Buy
70,702
+12,995
+23% +$437K 0.06% 154
2022
Q1 		$2.21M Buy
57,707
+7,269
+14% +$316K 0.07% 141
2021
Q4 		$2.42M Buy
50,438
+20,944
+71% +$956K 0.07% 131
2021
Q3 		$1.17M Buy
29,494
+5,977
+25% +$255K 0.04% 193
2021
Q2 		$1.15M Buy
+23,517
New +$1.06M 0.04% 189

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

Cerity Partners OCIO's ZUMZ Position: Q3 2022 in Review

Cerity Partners OCIO sold out of Zumiez (ZUMZ) in Q3 2022, closing a stake of 70,702 shares — an estimated $1.84M sold.

Cerity Partners OCIO first reported a position in ZUMZ in Q2 2021 and held it in 5 quarters. The position peaked at $2.42M in Q4 2021. 151 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2022.

  • Cerity Partners OCIO reported no remaining Zumiez position as of Q3 2022 after selling out during the quarter.
  • Cerity Partners OCIO sold 70,702 Zumiez shares in Q3 2022, an estimated $1.84M.
  • Cerity Partners OCIO first reported a position in Zumiez in Q2 2021 and held it in 5 quarters.
  • Cerity Partners OCIO's Zumiez position peaked at $2.42M in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Zumiez as of Q3 2022.

Based on Cerity Partners OCIO's 13F filing for Q3 2022, filed 20 Oct 2022.