Ladenburg Thalmann Financial Services’s Zumiez ZUMZ Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$20K	Hold	590	–	–	﹤0.01%	4156
2019 Q3	$19K	Hold	590	–	–	﹤0.01%	4083
2019 Q2	$15K	Hold	590	–	–	﹤0.01%	4243
2019 Q1	$15K	Hold	590	–	–	﹤0.01%	4181
2018 Q4	$11K	Hold	590	–	–	﹤0.01%	4235
2018 Q3	$16K	Hold	590	–	–	﹤0.01%	4049
2018 Q2	$14K	Hold	590	–	–	﹤0.01%	4065
2018 Q1	$14K	Sell	590 -110	-16%	-$2.35K	﹤0.01%	4065
2017 Q4	$15K	Sell	700 -1,000	-59%	-$19.1K	﹤0.01%	3972
2017 Q3	$31K	Buy	1,700 +1,000	+143%	+$13.6K	﹤0.01%	3428
2017 Q2	$9K	Hold	700	–	–	﹤0.01%	4094
2017 Q1	$13K	Hold	700	–	–	﹤0.01%	3844
2016 Q4	$15K	Hold	700	–	–	﹤0.01%	3666
2016 Q3	$13K	Hold	700	–	–	﹤0.01%	3676
2016 Q2	$10K	Hold	700	–	–	﹤0.01%	3790
2016 Q1	$14K	Hold	700	–	–	﹤0.01%	3510
2015 Q4	$11K	Hold	700	–	–	﹤0.01%	3630
2015 Q3	$11K	Sell	700 -28	-4%	-$639	﹤0.01%	3483
2015 Q2	$20K	Hold	728	–	–	﹤0.01%	3242
2015 Q1	$29K	Hold	728	–	–	﹤0.01%	2950
2014 Q4	$28K	Buy	+728	New	+$24.9K	﹤0.01%	2774
2014 Q1	–	Sell	-158	Closed	-$4K	–	3864
2013 Q4	$4K	Hold	158	–	–	﹤0.01%	3347
2013 Q3	$5K	Hold	158	–	–	﹤0.01%	3202
2013 Q2	$5K	Buy	+158	New	+$4.59K	﹤0.01%	3071

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ZUMZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Zumiez (ZUMZ) position steady in Q4 2019 at 590 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #4156.

Ladenburg Thalmann Financial Services first reported a position in ZUMZ in Q2 2013 and has held it in 24 quarters since. The position peaked at $31K in Q3 2017. 185 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2019.

Ladenburg Thalmann Financial Services held 590 shares of Zumiez worth $20K as of Q4 2019.
Ladenburg Thalmann Financial Services left its Zumiez share count unchanged in Q4 2019.
Zumiez made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4156 holding.
Ladenburg Thalmann Financial Services first reported a position in Zumiez in Q2 2013 and has held it in 24 quarters since.
Ladenburg Thalmann Financial Services's Zumiez position peaked at $31K in Q3 2017.
185 funds tracked by Wall St. Rank held Zumiez as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.