FORA Capital’s Zumiez ZUMZ Stock Holding History

FORA Capital’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	-740	Closed	-$36K	–	906
2021 Q2	$36K	Buy	740 +44	+6%	+$1.98K	0.01%	767
2021 Q1	$30K	Buy	+696	New	+$31K	0.01%	632
2020 Q4	–	Sell	-824	Closed	-$23K	–	1167
2020 Q3	$23K	Sell	824 -717	-47%	-$18.7K	0.02%	567
2020 Q2	$42K	Buy	+1,541	New	+$35K	0.01%	675
2020 Q1	–	Sell	-5,516	Closed	-$191K	–	1396
2019 Q4	$191K	Buy	+5,516	New	+$174K	0.02%	629

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

FORA Capital's ZUMZ Position: Q3 2021 in Review

FORA Capital sold out of Zumiez (ZUMZ) in Q3 2021, closing a stake of 740 shares — an estimated $36K sold.

FORA Capital first reported a position in ZUMZ in Q4 2019 and held it in 5 quarters. The position peaked at $191K in Q4 2019. 177 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2021.

FORA Capital reported no remaining Zumiez position as of Q3 2021 after selling out during the quarter.
FORA Capital sold 740 Zumiez shares in Q3 2021, an estimated $36K.
FORA Capital first reported a position in Zumiez in Q4 2019 and held it in 5 quarters.
FORA Capital's Zumiez position peaked at $191K in Q4 2019.
177 funds tracked by Wall St. Rank held Zumiez as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.