Loomis, Sayles & Company
ZUMZ icon

Loomis, Sayles & Company’s Zumiez ZUMZ Stock Holding History

Loomis, Sayles & Company’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
2016
Q1 		– Sell
-142
Closed -$2K – 1148
2015
Q4 		$2K Hold
142
– – ﹤0.01% 1001
2015
Q3 		$2K Sell
142
-202
-59% -$4.61K ﹤0.01% 992
2015
Q2 		$9K Buy
+344
New +$10.6K ﹤0.01% 828

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company's ZUMZ Position: Q1 2016 in Review

Loomis, Sayles & Company sold out of Zumiez (ZUMZ) in Q1 2016, closing a stake of 142 shares — an estimated $2K sold.

Loomis, Sayles & Company first reported a position in ZUMZ in Q2 2015 and held it in 3 quarters. The position peaked at $9K in Q2 2015. 129 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2016.

  • Loomis, Sayles & Company reported no remaining Zumiez position as of Q1 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 142 Zumiez shares in Q1 2016, an estimated $2K.
  • Loomis, Sayles & Company first reported a position in Zumiez in Q2 2015 and held it in 3 quarters.
  • Loomis, Sayles & Company's Zumiez position peaked at $9K in Q2 2015.
  • 129 funds tracked by Wall St. Rank held Zumiez as of Q1 2016.

Based on Loomis, Sayles & Company's 13F filing for Q1 2016, filed 13 May 2016.