Marshall Wace North America’s Zumiez ZUMZ Stock Holding History

Marshall Wace North America’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
2021 Q3	–	Sell	-4,867	Closed	-$238K	–	1766
2021 Q2	$238K	Buy	+4,867	New	+$218K	﹤0.01%	1321
2020 Q4	–	Sell	-57,410	Closed	-$1.6M	–	1633
2020 Q3	$1.6M	Buy	57,410 +23,487	+69%	+$614K	0.01%	658
2020 Q2	$929K	Buy	+33,923	New	+$770K	0.01%	775
2020 Q1	–	Sell	-6,207	Closed	-$214K	–	1650
2019 Q4	$214K	Sell	6,207 -61,121	-91%	-$1.93M	﹤0.01%	961
2019 Q3	$2.13M	Buy	+67,328	New	+$1.78M	0.01%	536
2018 Q2	–	Sell	-19,333	Closed	-$462K	–	1749
2018 Q1	$462K	Buy	19,333 +4,106	+27%	+$87.7K	﹤0.01%	1169
2017 Q4	$317K	Sell	15,227 -39,807	-72%	-$762K	﹤0.01%	1222
2017 Q3	$991K	Buy	55,034 +42,150	+327%	+$573K	0.01%	952
2017 Q2	$155K	Buy	+12,884	New	+$197K	﹤0.01%	1240
2013 Q4	$209K	Buy	+8,038	New	+$224K	﹤0.01%	637

Other funds holding ZUMZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Marshall Wace North America's ZUMZ Position: Q3 2021 in Review

Marshall Wace North America sold out of Zumiez (ZUMZ) in Q3 2021, closing a stake of 4,867 shares — an estimated $238K sold.

Marshall Wace North America first reported a position in ZUMZ in Q4 2013 and held it in 10 quarters. The position peaked at $2.13M in Q3 2019. 177 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2021.

Marshall Wace North America reported no remaining Zumiez position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 4,867 Zumiez shares in Q3 2021, an estimated $238K.
Marshall Wace North America first reported a position in Zumiez in Q4 2013 and held it in 10 quarters.
Marshall Wace North America's Zumiez position peaked at $2.13M in Q3 2019.
177 funds tracked by Wall St. Rank held Zumiez as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.