Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Zumiez ZUMZ Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
Q4 		– Sell
-56,101
Closed -$2.23M – 747
2021
Q3 		$2.23M Sell
56,101
-28,700
-34% -$1.22M 0.01% 444
2021
Q2 		$4.15M Sell
84,801
-14,600
-15% -$655K 0.02% 364
2021
Q1 		$4.26M Sell
99,401
-35,899
-27% -$1.6M 0.02% 356
2020
Q4 		$4.98M Sell
135,300
-80,800
-37% -$2.72M 0.03% 290
2020
Q3 		$6.01M Sell
216,100
-66,100
-23% -$1.73M 0.04% 212
2020
Q2 		$7.73M Sell
282,200
-8,200
-3% -$186K 0.06% 178
2020
Q1 		$5.03M Sell
290,400
-73,200
-20% -$2.06M 0.04% 243
2019
Q4 		$12.6M Sell
363,600
-37,100
-9% -$1.17M 0.08% 165
2019
Q3 		$12.7M Buy
400,700
+41,800
+12% +$1.1M 0.09% 156
2019
Q2 		$9.37M Sell
358,900
-56,600
-14% -$1.37M 0.07% 199
2019
Q1 		$10.3M Buy
+415,500
New +$9.85M 0.07% 179

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s ZUMZ Position: Q4 2021 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Zumiez (ZUMZ) in Q4 2021, closing a stake of 56,101 shares — an estimated $2.23M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in ZUMZ in Q1 2019 and held it in 11 quarters. The position peaked at $12.7M in Q3 2019. 190 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2021.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Zumiez position as of Q4 2021 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 56,101 Zumiez shares in Q4 2021, an estimated $2.23M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Zumiez in Q1 2019 and held it in 11 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Zumiez position peaked at $12.7M in Q3 2019.
  • 190 funds tracked by Wall St. Rank held Zumiez as of Q4 2021.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2021, filed 11 Feb 2022.