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James Investment Research’s Zumiez ZUMZ Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-9,930
Closed -$183K – 552
2023
Q1 		$183K Hold
9,930
– – 0.02% 270
2022
Q4 		$216K Sell
9,930
-75
-0.7% -$1.66K 0.03% 256
2022
Q3 		$215K Hold
10,005
– – 0.03% 251
2022
Q2 		$260K Sell
10,005
-5,165
-34% -$174K 0.03% 228
2022
Q1 		$580K Buy
15,170
+27
+0.2% +$1.17K 0.06% 189
2021
Q4 		$727K Buy
15,143
+10,500
+226% +$479K 0.07% 176
2021
Q3 		$185K Hold
4,643
– – 0.02% 284
2021
Q2 		$227K Buy
+4,643
New +$208K 0.02% 277

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
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

James Investment Research's ZUMZ Position: Q2 2023 in Review

James Investment Research sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 9,930 shares — an estimated $183K sold.

James Investment Research first reported a position in ZUMZ in Q2 2021 and held it in 8 quarters. The position peaked at $727K in Q4 2021. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

  • James Investment Research reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 9,930 Zumiez shares in Q2 2023, an estimated $183K.
  • James Investment Research first reported a position in Zumiez in Q2 2021 and held it in 8 quarters.
  • James Investment Research's Zumiez position peaked at $727K in Q4 2021.
  • 133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.