MassMutual Private Wealth & Trust’s Zumiez ZUMZ Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q3	–	Sell	-185	Closed	-$3.08K	–	2066
2023 Q2	$3.08K	Buy	185 +98	+113%	+$1.64K	﹤0.01%	1346
2023 Q1	$1.6K	Buy	+87	New	+$2K	﹤0.01%	1477
2022 Q3	–	Sell	-6	Closed	–	–	1844
2022 Q2	$0	Buy	+6	New	+$202	﹤0.01%	1745

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 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

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's ZUMZ Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Zumiez (ZUMZ) in Q3 2023, closing a stake of 185 shares — an estimated $3.08K sold.

MassMutual Private Wealth & Trust first reported a position in ZUMZ in Q2 2022 and held it in 3 quarters. The position peaked at $3.08K in Q2 2023. 121 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2023.

MassMutual Private Wealth & Trust reported no remaining Zumiez position as of Q3 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 185 Zumiez shares in Q3 2023, an estimated $3.08K.
MassMutual Private Wealth & Trust first reported a position in Zumiez in Q2 2022 and held it in 3 quarters.
MassMutual Private Wealth & Trust's Zumiez position peaked at $3.08K in Q2 2023.
121 funds tracked by Wall St. Rank held Zumiez as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.