Fulcrum Capital’s Zumiez ZUMZ Stock Holding History

Fulcrum 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
2019 Q3	–	Sell	-20,470	Closed	-$534K	–	79
2019 Q2	$534K	Buy	20,470 +200	+1%	+$4.85K	0.2%	46
2019 Q1	$505K	Buy	20,270 +800	+4%	+$19K	0.19%	47
2018 Q4	$373K	Buy	+19,470	New	+$412K	0.17%	46
2018 Q2	–	Sell	-34,670	Closed	-$829K	–	69
2018 Q1	$829K	Buy	34,670 +15,468	+81%	+$330K	0.27%	48
2017 Q4	$400K	Buy	+19,202	New	+$367K	0.13%	55

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fulcrum Capital's ZUMZ Position: Q3 2019 in Review

Fulcrum Capital sold out of Zumiez (ZUMZ) in Q3 2019, closing a stake of 20,470 shares — an estimated $534K sold.

Fulcrum Capital first reported a position in ZUMZ in Q4 2017 and held it in 5 quarters. The position peaked at $829K in Q1 2018. 178 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2019.

Fulcrum Capital reported no remaining Zumiez position as of Q3 2019 after selling out during the quarter.
Fulcrum Capital sold 20,470 Zumiez shares in Q3 2019, an estimated $534K.
Fulcrum Capital first reported a position in Zumiez in Q4 2017 and held it in 5 quarters.
Fulcrum Capital's Zumiez position peaked at $829K in Q1 2018.
178 funds tracked by Wall St. Rank held Zumiez as of Q3 2019.

Based on Fulcrum Capital's 13F filing for Q3 2019, filed 31 Oct 2019.