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Michael R. Murphy’s Zumiez ZUMZ Stock Holding History

Michael R. Murphy’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
2014
Q3 		– Sell
-429,618
Closed -$11.9M – 26
2014
Q2 		$11.9M Sell
429,618
-501,819
-54% -$13.3M 3.77% 11
2014
Q1 		$22.6M Buy
931,437
+569,946
+158% +$13.3M 6.69% 4
2013
Q4 		$9.4M Buy
+361,491
New +$10.1M 3.56% 12

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Michael R. Murphy's ZUMZ Position: Q3 2014 in Review

Michael R. Murphy sold out of Zumiez (ZUMZ) in Q3 2014, closing a stake of 429,618 shares — an estimated $11.9M sold.

Michael R. Murphy first reported a position in ZUMZ in Q4 2013 and held it in 3 quarters. The position peaked at $22.6M in Q1 2014. 142 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2014.

  • Michael R. Murphy reported no remaining Zumiez position as of Q3 2014 after selling out during the quarter.
  • Michael R. Murphy sold 429,618 Zumiez shares in Q3 2014, an estimated $11.9M.
  • Michael R. Murphy first reported a position in Zumiez in Q4 2013 and held it in 3 quarters.
  • Michael R. Murphy's Zumiez position peaked at $22.6M in Q1 2014.
  • 142 funds tracked by Wall St. Rank held Zumiez as of Q3 2014.

Based on Michael R. Murphy's 13F filing for Q3 2014, filed 13 Nov 2014.