Diversified Trust’s Zumiez ZUMZ Stock Holding History

Diversified Trust’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 Q3	–	Sell	-6,686	Closed	-$328K	–	870
2021 Q2	$328K	Buy	+6,686	New	+$300K	0.01%	518

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Diversified Trust's ZUMZ Position: Q3 2021 in Review

Diversified Trust sold out of Zumiez (ZUMZ) in Q3 2021, closing a stake of 6,686 shares — an estimated $328K sold.

Diversified Trust first reported a position in ZUMZ in Q2 2021 and held it in 1 quarter. The position peaked at $328K in Q2 2021. 177 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2021.

Diversified Trust reported no remaining Zumiez position as of Q3 2021 after selling out during the quarter.
Diversified Trust sold 6,686 Zumiez shares in Q3 2021, an estimated $328K.
Diversified Trust first reported a position in Zumiez in Q2 2021 and held it in 1 quarter.
Diversified Trust's Zumiez position peaked at $328K in Q2 2021.
177 funds tracked by Wall St. Rank held Zumiez as of Q3 2021.

Based on Diversified Trust's 13F filing for Q3 2021, filed 13 Jan 2022.