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Kalmar Investments’s Zumiez ZUMZ Stock Holding History

Kalmar Investments’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
2017
Q1 		$3.28M Sell
179,179
-71,155
-28% -$1.39M 0.74% 64
2016
Q4 		$5.47M Sell
250,334
-24,667
-9% -$571K 0.28% 102
2016
Q3 		$4.95M Sell
275,001
-22,685
-8% -$376K 0.23% 111
2016
Q2 		$4.26M Sell
297,686
-25,523
-8% -$406K 0.19% 113
2016
Q1 		$6.44M Buy
323,209
+189,860
+142% +$3.56M 0.26% 106
2015
Q4 		$2.02M Sell
133,349
-120,122
-47% -$1.95M 0.05% 155
2015
Q3 		$3.96M Sell
253,471
-71,633
-22% -$1.63M 0.09% 160
2015
Q2 		$8.66M Sell
325,104
-23,355
-7% -$718K 0.16% 146
2015
Q1 		$14M Sell
348,459
-99,219
-22% -$3.85M 0.26% 119
2014
Q4 		$17.3M Sell
447,678
-23,906
-5% -$817K 0.32% 98
2014
Q3 		$13.3M Buy
471,584
+39,695
+9% +$1.17M 0.25% 119
2014
Q2 		$11.9M Sell
431,889
-10,480
-2% -$279K 0.2% 130
2014
Q1 		$10.7M Sell
442,369
-17,137
-4% -$401K 0.18% 137
2013
Q4 		$11.9M Sell
459,506
-15,560
-3% -$433K 0.2% 131
2013
Q3 		$13.1M Sell
475,066
-7,640
-2% -$214K 0.23% 125
2013
Q2 		$13.9M Buy
+482,706
New +$14M 0.27% 115

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return

Kalmar Investments's ZUMZ Position: Q1 2017 in Review

Kalmar Investments reduced its Zumiez (ZUMZ) stake by 28% in Q1 2017, selling an estimated $1.39M and leaving 179,179 shares worth $3.28M. The position accounts for 0.74% of the portfolio, ranked #64.

Kalmar Investments first reported a position in ZUMZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $17.3M in Q4 2014. 131 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2017.

  • Kalmar Investments held 179,179 shares of Zumiez worth $3.28M as of Q1 2017.
  • Kalmar Investments sold 71,155 Zumiez shares in Q1 2017, an estimated $1.39M.
  • Zumiez made up 0.74% of Kalmar Investments's portfolio in Q1 2017, its #64 holding.
  • Kalmar Investments first reported a position in Zumiez in Q2 2013 and has held it in 16 quarters since.
  • Kalmar Investments's Zumiez position peaked at $17.3M in Q4 2014.
  • 131 funds tracked by Wall St. Rank held Zumiez as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.