CIP
ZUMZ icon

Convergence Investment Partners’s Zumiez ZUMZ Stock Holding History

Convergence Investment Partners’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
2018
Q3 		– Sell
-31,047
Closed -$778K – 368
2018
Q2 		$778K Buy
+31,047
New +$773K 0.11% 234
2015
Q1 		– Sell
-36,370
Closed -$1.41M – 426
2014
Q4 		$1.41M Buy
36,370
+5,180
+17% +$177K 0.19% 184
2014
Q3 		$876K Buy
31,190
+5,662
+22% +$166K 0.12% 258
2014
Q2 		$704K Buy
+25,528
New +$679K 0.09% 281

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Convergence Investment Partners's ZUMZ Position: Q3 2018 in Review

Convergence Investment Partners sold out of Zumiez (ZUMZ) in Q3 2018, closing a stake of 31,047 shares — an estimated $778K sold.

Convergence Investment Partners first reported a position in ZUMZ in Q2 2014 and held it in 4 quarters. The position peaked at $1.41M in Q4 2014. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2018.

  • Convergence Investment Partners reported no remaining Zumiez position as of Q3 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 31,047 Zumiez shares in Q3 2018, an estimated $778K.
  • Convergence Investment Partners first reported a position in Zumiez in Q2 2014 and held it in 4 quarters.
  • Convergence Investment Partners's Zumiez position peaked at $1.41M in Q4 2014.
  • 162 funds tracked by Wall St. Rank held Zumiez as of Q3 2018.

Based on Convergence Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.