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Sageworth Trust Company of South Dakota’s Zumiez ZUMZ Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-15
Closed – – 661
2022
Q2 		$0 Sell
15
-46
-75% -$1.55K ﹤0.01% 693
2022
Q1 		$2K Sell
61
-27
-31% -$1.17K ﹤0.01% 446
2021
Q4 		$4K Buy
+88
New +$4.02K 0.01% 574

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ZUMZ Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Zumiez (ZUMZ) in Q3 2022, closing a stake of 15 shares.

Sageworth Trust Company of South Dakota first reported a position in ZUMZ in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 151 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Zumiez position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 15 Zumiez shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in Zumiez in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Zumiez position peaked at $4K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Zumiez as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.