OQS
ZUMZ icon

Occudo Quantitative Strategies’s Zumiez ZUMZ Stock Holding History

Occudo Quantitative Strategies’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
2026
Q1 		– Sell
-8,822
Closed -$230K – 958
2025
Q4 		$230K Buy
+8,822
New +$212K 0.02% 563
2024
Q2 		– Sell
-19,499
Closed -$296K – 1037
2024
Q1 		$296K Sell
19,499
-14,297
-42% -$244K 0.05% 466
2023
Q4 		$687K Buy
33,796
+11,734
+53% +$210K 0.09% 300
2023
Q3 		$393K Buy
22,062
+2,786
+14% +$50.2K 0.05% 577
2023
Q2 		$321K Buy
+19,276
New +$322K 0.03% 716
2023
Q1 		– Sell
-65,102
Closed -$1.42M – 1240
2022
Q4 		$1.42M Buy
+65,102
New +$1.44M 0.16% 192
2022
Q1 		– Sell
-14,465
Closed -$694K – 1358
2021
Q4 		$694K Sell
14,465
-8,357
-37% -$382K 0.06% 489
2021
Q3 		$907K Buy
+22,822
New +$974K 0.11% 326

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return