Select Equity Group’s Zumiez ZUMZ Stock Holding History

Select Equity Group’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
2023 Q3	–	Sell	-26,944	Closed	-$449K	–	186
2023 Q2	$449K	Sell	26,944 -9,194	-25%	-$154K	﹤0.01%	157
2023 Q1	$666K	Buy	36,138 +4,053	+13%	+$93.2K	﹤0.01%	152
2022 Q4	$698K	Sell	32,085 -7,793	-20%	-$173K	﹤0.01%	170
2022 Q3	$859K	Hold	39,878	–	–	﹤0.01%	152
2022 Q2	$1.04M	Sell	39,878 -4,530	-10%	-$152K	﹤0.01%	136
2022 Q1	$1.7M	Buy	44,408 +12,087	+37%	+$526K	0.01%	134
2021 Q4	$1.55M	Sell	32,321 -1,220	-4%	-$55.7K	﹤0.01%	134
2021 Q3	$1.33M	Buy	+33,541	New	+$1.43M	﹤0.01%	131

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

F1I

Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group's ZUMZ Position: Q3 2023 in Review

Select Equity Group sold out of Zumiez (ZUMZ) in Q3 2023, closing a stake of 26,944 shares — an estimated $449K sold.

Select Equity Group first reported a position in ZUMZ in Q3 2021 and held it in 8 quarters. The position peaked at $1.7M in Q1 2022. 121 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2023.

Select Equity Group reported no remaining Zumiez position as of Q3 2023 after selling out during the quarter.
Select Equity Group sold 26,944 Zumiez shares in Q3 2023, an estimated $449K.
Select Equity Group first reported a position in Zumiez in Q3 2021 and held it in 8 quarters.
Select Equity Group's Zumiez position peaked at $1.7M in Q1 2022.
121 funds tracked by Wall St. Rank held Zumiez as of Q3 2023.

Based on Select Equity Group's 13F filing for Q3 2023, filed 14 Nov 2023.