Oberweis Asset Management’s Zumiez ZUMZ Stock Holding History

Oberweis 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	-51,300	Closed	-$2.46M	–	176
2021 Q4	$2.46M	Hold	51,300	–	–	0.45%	38
2021 Q3	$2.04M	Buy	51,300 +3,500	+7%	+$149K	0.42%	32
2021 Q2	$2.34M	Buy	47,800 +7,500	+19%	+$337K	0.51%	33
2021 Q1	$1.73M	Hold	40,300	–	–	0.35%	38
2020 Q4	$1.48M	Hold	40,300	–	–	0.39%	36
2020 Q3	$1.12M	Buy	40,300 +15,100	+60%	+$395K	0.38%	42
2020 Q2	$690K	Sell	25,200 -5,800	-19%	-$132K	0.27%	68
2020 Q1	$537K	Sell	31,000 -9,100	-23%	-$257K	0.3%	78
2019 Q4	$1.39M	Buy	+40,100	New	+$1.27M	0.46%	41
2017 Q2	–	Sell	-32,100	Closed	-$587K	–	157
2017 Q1	$587K	Buy	32,100 +7,900	+33%	+$155K	0.17%	95
2016 Q4	$529K	Buy	+24,200	New	+$561K	0.16%	91
2014 Q1	–	Sell	-23,700	Closed	-$616K	–	162
2013 Q4	$616K	Sell	23,700 -16,800	-41%	-$468K	0.15%	90
2013 Q3	$1.11M	Sell	40,500 -9,700	-19%	-$272K	0.32%	57
2013 Q2	$1.44M	Buy	+50,200	New	+$1.46M	0.41%	49

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

Oberweis Asset Management's ZUMZ Position: Q1 2022 in Review

Oberweis Asset Management sold out of Zumiez (ZUMZ) in Q1 2022, closing a stake of 51,300 shares — an estimated $2.46M sold.

Oberweis Asset Management first reported a position in ZUMZ in Q2 2013 and held it in 14 quarters. The position peaked at $2.46M in Q4 2021. 170 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2022.

Oberweis Asset Management reported no remaining Zumiez position as of Q1 2022 after selling out during the quarter.
Oberweis Asset Management sold 51,300 Zumiez shares in Q1 2022, an estimated $2.46M.
Oberweis Asset Management first reported a position in Zumiez in Q2 2013 and held it in 14 quarters.
Oberweis Asset Management's Zumiez position peaked at $2.46M in Q4 2021.
170 funds tracked by Wall St. Rank held Zumiez as of Q1 2022.

Based on Oberweis Asset Management's 13F filing for Q1 2022, filed 16 May 2022.