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Fort Washington Investment Advisors’s Zumiez ZUMZ Stock Holding History

Fort Washington Investment Advisors’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
Q3 		– Sell
-539,035
Closed -$8.98M – 392
2023
Q2 		$8.98M Hold
539,035
– – 0.06% 204
2023
Q1 		$9.94M Buy
539,035
+60,513
+13% +$1.39M 0.07% 202
2022
Q4 		$10.4M Buy
478,522
+75,960
+19% +$1.68M 0.08% 199
2022
Q3 		$8.67M Buy
402,562
+33,896
+9% +$886K 0.07% 207
2022
Q2 		$9.59M Buy
368,666
+4,890
+1% +$165K 0.07% 196
2022
Q1 		$13.9M Sell
363,776
-71,210
-16% -$3.1M 0.09% 169
2021
Q4 		$20.9M Buy
434,986
+18,979
+5% +$866K 0.13% 138
2021
Q3 		$16.5M Buy
416,007
+35,112
+9% +$1.5M 0.11% 142
2021
Q2 		$18.7M Buy
380,895
+112,152
+42% +$5.03M 0.17% 100
2021
Q1 		$11.5M Sell
268,743
-28,466
-10% -$1.27M 0.11% 157
2020
Q4 		$10.9M Sell
297,209
-91,832
-24% -$3.09M 0.12% 125
2020
Q3 		$10.8M Buy
389,041
+46,941
+14% +$1.23M 0.12% 114
2020
Q2 		$9.37M Buy
+342,100
New +$7.77M 0.11% 137

Other funds holding ZUMZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fort Washington Investment Advisors's ZUMZ Position: Q3 2023 in Review

Fort Washington Investment Advisors sold out of Zumiez (ZUMZ) in Q3 2023, closing a stake of 539,035 shares — an estimated $8.98M sold.

Fort Washington Investment Advisors first reported a position in ZUMZ in Q2 2020 and held it in 13 quarters. The position peaked at $20.9M in Q4 2021. 121 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2023.

  • Fort Washington Investment Advisors reported no remaining Zumiez position as of Q3 2023 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 539,035 Zumiez shares in Q3 2023, an estimated $8.98M.
  • Fort Washington Investment Advisors first reported a position in Zumiez in Q2 2020 and held it in 13 quarters.
  • Fort Washington Investment Advisors's Zumiez position peaked at $20.9M in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Zumiez as of Q3 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.