EVR Research’s Zumiez ZUMZ Stock Holding History

EVR Research’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
2023 Q1	–	Sell	-157,000	Closed	-$3.41M	–	45
2022 Q4	$3.41M	Buy	+157,000	New	+$3.48M	1.03%	24

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EVR Research's ZUMZ Position: Q1 2023 in Review

EVR Research sold out of Zumiez (ZUMZ) in Q1 2023, closing a stake of 157,000 shares — an estimated $3.41M sold.

EVR Research first reported a position in ZUMZ in Q4 2022 and held it in 1 quarter. The position peaked at $3.41M in Q4 2022. 143 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2023.

EVR Research reported no remaining Zumiez position as of Q1 2023 after selling out during the quarter.
EVR Research sold 157,000 Zumiez shares in Q1 2023, an estimated $3.41M.
EVR Research first reported a position in Zumiez in Q4 2022 and held it in 1 quarter.
EVR Research's Zumiez position peaked at $3.41M in Q4 2022.
143 funds tracked by Wall St. Rank held Zumiez as of Q1 2023.

Based on EVR Research's 13F filing for Q1 2023, filed 15 May 2023.