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Kennedy Capital Management’s Zumiez ZUMZ Stock Holding History

Kennedy 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
2019
Q1 		– Sell
-145,797
Closed -$2.79M – 728
2018
Q4 		$2.79M Sell
145,797
-136,361
-48% -$2.89M 0.07% 477
2018
Q3 		$7.43M Buy
+282,158
New +$7.4M 0.14% 269
2014
Q4 		– Sell
-16,226
Closed -$456K – 791
2014
Q3 		$456K Hold
16,226
– – 0.01% 723
2014
Q2 		$448K Sell
16,226
-370
-2% -$9.84K 0.01% 700
2014
Q1 		$402K Buy
16,596
+6,768
+69% +$158K 0.01% 707
2013
Q4 		$256K Buy
+9,828
New +$274K ﹤0.01% 723

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Kennedy Capital Management's ZUMZ Position: Q1 2019 in Review

Kennedy Capital Management sold out of Zumiez (ZUMZ) in Q1 2019, closing a stake of 145,797 shares — an estimated $2.79M sold.

Kennedy Capital Management first reported a position in ZUMZ in Q4 2013 and held it in 6 quarters. The position peaked at $7.43M in Q3 2018. 156 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2019.

  • Kennedy Capital Management reported no remaining Zumiez position as of Q1 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 145,797 Zumiez shares in Q1 2019, an estimated $2.79M.
  • Kennedy Capital Management first reported a position in Zumiez in Q4 2013 and held it in 6 quarters.
  • Kennedy Capital Management's Zumiez position peaked at $7.43M in Q3 2018.
  • 156 funds tracked by Wall St. Rank held Zumiez as of Q1 2019.

Based on Kennedy Capital Management's 13F filing for Q1 2019, filed 13 May 2019.