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Martingale Asset Management’s Zumiez ZUMZ Stock Holding History

Martingale Asset 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
2021
Q4 		– Sell
-10,100
Closed -$402K – 904
2021
Q3 		$402K Sell
10,100
-18,631
-65% -$795K 0.01% 707
2021
Q2 		$1.41M Sell
28,731
-1,004
-3% -$45.1K 0.02% 319
2021
Q1 		$1.28M Buy
29,735
+9,920
+50% +$442K 0.01% 364
2020
Q4 		$729K Buy
19,815
+12,502
+171% +$421K 0.01% 529
2020
Q3 		$204K Buy
+7,313
New +$191K ﹤0.01% 970

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Martingale Asset Management's ZUMZ Position: Q4 2021 in Review

Martingale Asset Management sold out of Zumiez (ZUMZ) in Q4 2021, closing a stake of 10,100 shares — an estimated $402K sold.

Martingale Asset Management first reported a position in ZUMZ in Q3 2020 and held it in 5 quarters. The position peaked at $1.41M in Q2 2021. 190 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2021.

  • Martingale Asset Management reported no remaining Zumiez position as of Q4 2021 after selling out during the quarter.
  • Martingale Asset Management sold 10,100 Zumiez shares in Q4 2021, an estimated $402K.
  • Martingale Asset Management first reported a position in Zumiez in Q3 2020 and held it in 5 quarters.
  • Martingale Asset Management's Zumiez position peaked at $1.41M in Q2 2021.
  • 190 funds tracked by Wall St. Rank held Zumiez as of Q4 2021.

Based on Martingale Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.