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Lakewood Capital Management’s Zumiez ZUMZ Stock Holding History

Lakewood 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
2020
Q2 		– Sell
-68,011
Closed -$1.18M – 62
2020
Q1 		$1.18M Sell
68,011
-6,889
-9% -$194K 0.05% 51
2019
Q4 		$2.59M Buy
+74,900
New +$2.37M 0.09% 37

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lakewood Capital Management's ZUMZ Position: Q2 2020 in Review

Lakewood Capital Management sold out of Zumiez (ZUMZ) in Q2 2020, closing a stake of 68,011 shares — an estimated $1.18M sold.

Lakewood Capital Management first reported a position in ZUMZ in Q4 2019 and held it in 2 quarters. The position peaked at $2.59M in Q4 2019. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2020.

  • Lakewood Capital Management reported no remaining Zumiez position as of Q2 2020 after selling out during the quarter.
  • Lakewood Capital Management sold 68,011 Zumiez shares in Q2 2020, an estimated $1.18M.
  • Lakewood Capital Management first reported a position in Zumiez in Q4 2019 and held it in 2 quarters.
  • Lakewood Capital Management's Zumiez position peaked at $2.59M in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Zumiez as of Q2 2020.

Based on Lakewood Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.