JG
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Jefferies Group’s Zumiez ZUMZ Stock Holding History

Jefferies Group’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
-7,383
Closed -$255K – 2753
2019
Q4 		$255K Sell
7,383
-8,118
-52% -$257K ﹤0.01% 2133
2019
Q3 		$491K Buy
+15,501
New +$409K ﹤0.01% 1898
2018
Q3 		– Sell
-10,797
Closed -$270K – 2800
2018
Q2 		$270K Buy
+10,797
New +$269K ﹤0.01% 1894
2017
Q1 		– Sell
-26
Closed -$1K – 2710
2016
Q4 		$1K Buy
+26
New +$602 ﹤0.01% 2175
2016
Q3 		– Sell
-10,723
Closed -$153K – 2499
2016
Q2 		$153K Buy
+10,723
New +$170K ﹤0.01% 1871
2015
Q3 		– Sell
-4,376
Closed -$117K – 3143
2015
Q2 		$117K Buy
+4,376
New +$134K ﹤0.01% 2150

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Jefferies Group's ZUMZ Position: Q1 2020 in Review

Jefferies Group sold out of Zumiez (ZUMZ) in Q1 2020, closing a stake of 7,383 shares — an estimated $255K sold.

Jefferies Group first reported a position in ZUMZ in Q2 2015 and held it in 6 quarters. The position peaked at $491K in Q3 2019. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2020.

  • Jefferies Group reported no remaining Zumiez position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 7,383 Zumiez shares in Q1 2020, an estimated $255K.
  • Jefferies Group first reported a position in Zumiez in Q2 2015 and held it in 6 quarters.
  • Jefferies Group's Zumiez position peaked at $491K in Q3 2019.
  • 162 funds tracked by Wall St. Rank held Zumiez as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.