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Everence Capital Management’s Zumiez ZUMZ Stock Holding History

Everence Capital Management’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
Q1 		– Sell
-4,180
Closed -$201K – 789
2021
Q4 		$201K Buy
+4,180
New +$191K 0.01% 730
2021
Q3 		– Sell
-4,180
Closed -$205K – 769
2021
Q2 		$205K Buy
+4,180
New +$188K 0.02% 695

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Everence Capital Management's ZUMZ Position: Q1 2022 in Review

Everence Capital Management sold out of Zumiez (ZUMZ) in Q1 2022, closing a stake of 4,180 shares — an estimated $201K sold.

Everence Capital Management first reported a position in ZUMZ in Q2 2021 and held it in 2 quarters. The position peaked at $205K in Q2 2021. 170 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2022.

  • Everence Capital Management reported no remaining Zumiez position as of Q1 2022 after selling out during the quarter.
  • Everence Capital Management sold 4,180 Zumiez shares in Q1 2022, an estimated $201K.
  • Everence Capital Management first reported a position in Zumiez in Q2 2021 and held it in 2 quarters.
  • Everence Capital Management's Zumiez position peaked at $205K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Zumiez as of Q1 2022.

Based on Everence Capital Management's 13F filing for Q1 2022, filed 11 Apr 2022.