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Mendota Financial Group’s Zumiez ZUMZ Stock Holding History

Mendota Financial Group’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
Q2 		– Sell
-2,195
Closed -$83.9K – 390
2023
Q1 		$83.9K Buy
+2,195
New +$50.5K 0.08% 107

Other funds holding ZUMZ

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mendota Financial Group's ZUMZ Position: Q2 2023 in Review

Mendota Financial Group sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 2,195 shares — an estimated $83.9K sold.

Mendota Financial Group first reported a position in ZUMZ in Q1 2023 and held it in 1 quarter. The position peaked at $83.9K in Q1 2023. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

  • Mendota Financial Group reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
  • Mendota Financial Group sold 2,195 Zumiez shares in Q2 2023, an estimated $83.9K.
  • Mendota Financial Group first reported a position in Zumiez in Q1 2023 and held it in 1 quarter.
  • Mendota Financial Group's Zumiez position peaked at $83.9K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on Mendota Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.