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Palisade Capital Management’s Zumiez ZUMZ Stock Holding History

Palisade Capital 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
2015
Q3 		– Sell
-229,493
Closed -$6.11M – 576
2015
Q2 		$6.11M Buy
229,493
+29,684
+15% +$912K 0.16% 228
2015
Q1 		$8.04M Sell
199,809
-39,718
-17% -$1.54M 0.2% 182
2014
Q4 		$9.25M Sell
239,527
-55,346
-19% -$1.89M 0.22% 164
2014
Q3 		$8.29M Buy
294,873
+72,092
+32% +$2.12M 0.21% 193
2014
Q2 		$6.15M Sell
222,781
-225,906
-50% -$6.01M 0.15% 250
2014
Q1 		$10.9M Buy
448,687
+217,813
+94% +$5.1M 0.27% 150
2013
Q4 		$6M Buy
230,874
+130,213
+129% +$3.63M 0.16% 231
2013
Q3 		$2.77M Buy
+100,661
New +$2.82M 0.08% 290

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Palisade Capital Management's ZUMZ Position: Q3 2015 in Review

Palisade Capital Management sold out of Zumiez (ZUMZ) in Q3 2015, closing a stake of 229,493 shares — an estimated $6.11M sold.

Palisade Capital Management first reported a position in ZUMZ in Q3 2013 and held it in 8 quarters. The position peaked at $10.9M in Q1 2014. 132 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2015.

  • Palisade Capital Management reported no remaining Zumiez position as of Q3 2015 after selling out during the quarter.
  • Palisade Capital Management sold 229,493 Zumiez shares in Q3 2015, an estimated $6.11M.
  • Palisade Capital Management first reported a position in Zumiez in Q3 2013 and held it in 8 quarters.
  • Palisade Capital Management's Zumiez position peaked at $10.9M in Q1 2014.
  • 132 funds tracked by Wall St. Rank held Zumiez as of Q3 2015.

Based on Palisade Capital Management's 13F filing for Q3 2015, filed 29 Oct 2015.