Invictus RG’s Zumiez ZUMZ Stock Holding History

Invictus RG’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
2020 Q1	–	Sell	-23,282	Closed	-$804K	–	36
2019 Q4	$804K	Buy	+23,282	New	+$736K	5.27%	7
2017 Q2	–	Sell	-8,882	Closed	-$163K	–	862
2017 Q1	$163K	Buy	+8,882	New	+$174K	0.11%	358

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Invictus RG's ZUMZ Position: Q1 2020 in Review

Invictus RG sold out of Zumiez (ZUMZ) in Q1 2020, closing a stake of 23,282 shares — an estimated $804K sold.

Invictus RG first reported a position in ZUMZ in Q1 2017 and held it in 2 quarters. The position peaked at $804K in Q4 2019. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2020.

Invictus RG reported no remaining Zumiez position as of Q1 2020 after selling out during the quarter.
Invictus RG sold 23,282 Zumiez shares in Q1 2020, an estimated $804K.
Invictus RG first reported a position in Zumiez in Q1 2017 and held it in 2 quarters.
Invictus RG's Zumiez position peaked at $804K in Q4 2019.
162 funds tracked by Wall St. Rank held Zumiez as of Q1 2020.

Based on Invictus RG's 13F filing for Q1 2020, filed 15 May 2020.