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Harvest Investment Services’s Zumiez ZUMZ Stock Holding History

Harvest Investment Services’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
2024
Q1 		– Sell
-12,873
Closed -$262K – 215
2023
Q4 		$262K Buy
+12,873
New +$231K 0.12% 159

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Investment Services's ZUMZ Position: Q1 2024 in Review

Harvest Investment Services sold out of Zumiez (ZUMZ) in Q1 2024, closing a stake of 12,873 shares — an estimated $262K sold.

Harvest Investment Services first reported a position in ZUMZ in Q4 2023 and held it in 1 quarter. The position peaked at $262K in Q4 2023. 119 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2024.

  • Harvest Investment Services reported no remaining Zumiez position as of Q1 2024 after selling out during the quarter.
  • Harvest Investment Services sold 12,873 Zumiez shares in Q1 2024, an estimated $262K.
  • Harvest Investment Services first reported a position in Zumiez in Q4 2023 and held it in 1 quarter.
  • Harvest Investment Services's Zumiez position peaked at $262K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Zumiez as of Q1 2024.

Based on Harvest Investment Services's 13F filing for Q1 2024, filed 13 May 2024.