Saturna Capital’s Zumiez ZUMZ Stock Holding History

Saturna Capital’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 Q2	–	Sell	-6,180	Closed	-$236K	–	172
2022 Q1	$236K	Buy	6,180 +180	+3%	+$7.83K	﹤0.01%	153
2021 Q4	$288K	Hold	6,000	–	–	0.01%	153
2021 Q3	$239K	Hold	6,000	–	–	﹤0.01%	162
2021 Q2	$294K	Hold	6,000	–	–	0.01%	154
2021 Q1	$257K	Hold	6,000	–	–	0.01%	152
2020 Q4	$221K	Buy	+6,000	New	+$202K	0.01%	162
2019 Q4	–	Sell	-10,000	Closed	-$317K	–	191
2019 Q3	$317K	Buy	+10,000	New	+$264K	0.01%	154

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Saturna Capital's ZUMZ Position: Q2 2022 in Review

Saturna Capital sold out of Zumiez (ZUMZ) in Q2 2022, closing a stake of 6,180 shares — an estimated $236K sold.

Saturna Capital first reported a position in ZUMZ in Q3 2019 and held it in 7 quarters. The position peaked at $317K in Q3 2019. 157 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2022.

Saturna Capital reported no remaining Zumiez position as of Q2 2022 after selling out during the quarter.
Saturna Capital sold 6,180 Zumiez shares in Q2 2022, an estimated $236K.
Saturna Capital first reported a position in Zumiez in Q3 2019 and held it in 7 quarters.
Saturna Capital's Zumiez position peaked at $317K in Q3 2019.
157 funds tracked by Wall St. Rank held Zumiez as of Q2 2022.

Based on Saturna Capital's 13F filing for Q2 2022, filed 12 Aug 2022.