Mesirow Financial Investment Management - Fixed Income’s Zumiez ZUMZ Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2022 Q1	–	Sell	-3,370	Closed	-$162K	–	149
2021 Q4	$162K	Sell	3,370 -199,453	-98%	-$9.11M	0.02%	132
2021 Q3	$8.06M	Sell	202,823 -1,185	-0.6%	-$50.6K	0.93%	56
2021 Q2	$9.99M	Sell	204,008 -16,020	-7%	-$719K	1.12%	28
2021 Q1	$9.44M	Buy	220,028 +7,395	+3%	+$329K	1.1%	28
2020 Q4	$7.82M	Buy	212,633 +61,208	+40%	+$2.06M	1.05%	37
2020 Q3	$4.21M	Buy	+151,425	New	+$3.96M	0.72%	73

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FWIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's ZUMZ Position: Q1 2022 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Zumiez (ZUMZ) in Q1 2022, closing a stake of 3,370 shares — an estimated $162K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in ZUMZ in Q3 2020 and held it in 6 quarters. The position peaked at $9.99M in Q2 2021. 170 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2022.

Mesirow Financial Investment Management - Fixed Income reported no remaining Zumiez position as of Q1 2022 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 3,370 Zumiez shares in Q1 2022, an estimated $162K.
Mesirow Financial Investment Management - Fixed Income first reported a position in Zumiez in Q3 2020 and held it in 6 quarters.
Mesirow Financial Investment Management - Fixed Income's Zumiez position peaked at $9.99M in Q2 2021.
170 funds tracked by Wall St. Rank held Zumiez as of Q1 2022.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2022, filed 9 May 2022.