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Edmond de Rothschild Holding’s Zumiez ZUMZ Stock Holding History

Edmond de Rothschild Holding’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
2015
Q4 		– Sell
-2,120
Closed -$33K – 884
2015
Q3 		$33K Hold
2,120
– – ﹤0.01% 666
2015
Q2 		$56K Buy
+2,120
New +$65.2K ﹤0.01% 629

Other funds holding ZUMZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Edmond de Rothschild Holding's ZUMZ Position: Q4 2015 in Review

Edmond de Rothschild Holding sold out of Zumiez (ZUMZ) in Q4 2015, closing a stake of 2,120 shares — an estimated $33K sold.

Edmond de Rothschild Holding first reported a position in ZUMZ in Q2 2015 and held it in 2 quarters. The position peaked at $56K in Q2 2015. 129 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2015.

  • Edmond de Rothschild Holding reported no remaining Zumiez position as of Q4 2015 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,120 Zumiez shares in Q4 2015, an estimated $33K.
  • Edmond de Rothschild Holding first reported a position in Zumiez in Q2 2015 and held it in 2 quarters.
  • Edmond de Rothschild Holding's Zumiez position peaked at $56K in Q2 2015.
  • 129 funds tracked by Wall St. Rank held Zumiez as of Q4 2015.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2015, filed 16 Feb 2016.