Monarch Partners Asset Management’s Zumiez ZUMZ Stock Holding History

Monarch Partners 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
2022 Q1	–	Sell	-37,070	Closed	-$1.78M	–	180
2021 Q4	$1.78M	Sell	37,070 -2,338	-6%	-$107K	0.36%	128
2021 Q3	$1.57M	Sell	39,408 -120,782	-75%	-$5.15M	0.23%	131
2021 Q2	$7.85M	Buy	160,190 +128,555	+406%	+$5.77M	1.13%	29
2021 Q1	$1.36M	Sell	31,635 -10,195	-24%	-$454K	0.2%	120
2020 Q4	$1.54M	Sell	41,830 -113,779	-73%	-$3.83M	0.27%	100
2020 Q3	$4.33M	Buy	155,609 +139,819	+885%	+$3.66M	0.97%	38
2020 Q2	$432K	Buy	+15,790	New	+$359K	0.11%	148

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 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 $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Monarch Partners Asset Management's ZUMZ Position: Q1 2022 in Review

Monarch Partners Asset Management sold out of Zumiez (ZUMZ) in Q1 2022, closing a stake of 37,070 shares — an estimated $1.78M sold.

Monarch Partners Asset Management first reported a position in ZUMZ in Q2 2020 and held it in 7 quarters. The position peaked at $7.85M in Q2 2021. 170 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2022.

Monarch Partners Asset Management reported no remaining Zumiez position as of Q1 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 37,070 Zumiez shares in Q1 2022, an estimated $1.78M.
Monarch Partners Asset Management first reported a position in Zumiez in Q2 2020 and held it in 7 quarters.
Monarch Partners Asset Management's Zumiez position peaked at $7.85M in Q2 2021.
170 funds tracked by Wall St. Rank held Zumiez as of Q1 2022.

Based on Monarch Partners Asset Management's 13F filing for Q1 2022, filed 6 May 2022.