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Jacobi Capital Management’s Zumiez ZUMZ Stock Holding History

Jacobi Capital Management’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
-25
Closed -$1K – 1366
2021
Q3 		$1K Buy
+25
New +$1.07K ﹤0.01% 1422

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

Jacobi Capital Management's ZUMZ Position: Q4 2021 in Review

Jacobi Capital Management sold out of Zumiez (ZUMZ) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in ZUMZ in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 190 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2021.

  • Jacobi Capital Management reported no remaining Zumiez position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 25 Zumiez shares in Q4 2021, an estimated $1K.
  • Jacobi Capital Management first reported a position in Zumiez in Q3 2021 and held it in 1 quarter.
  • Jacobi Capital Management's Zumiez position peaked at $1K in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Zumiez as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.