Stifel Financial’s Zumiez ZUMZ Stock Holding History

Stifel Financial’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
2020 Q1	–	Sell	-34,763	Closed	-$1.2M	–	3111
2019 Q4	$1.2M	Sell	34,763 -29,490	-46%	-$933K	﹤0.01%	1691
2019 Q3	$2.04M	Sell	64,253 -487	-0.8%	-$12.8K	0.01%	1303
2019 Q2	$1.69M	Buy	+64,740	New	+$1.57M	﹤0.01%	1463

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Stifel Financial's ZUMZ Position: Q1 2020 in Review

Stifel Financial sold out of Zumiez (ZUMZ) in Q1 2020, closing a stake of 34,763 shares — an estimated $1.2M sold.

Stifel Financial first reported a position in ZUMZ in Q2 2019 and held it in 3 quarters. The position peaked at $2.04M in Q3 2019. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2020.

Stifel Financial reported no remaining Zumiez position as of Q1 2020 after selling out during the quarter.
Stifel Financial sold 34,763 Zumiez shares in Q1 2020, an estimated $1.2M.
Stifel Financial first reported a position in Zumiez in Q2 2019 and held it in 3 quarters.
Stifel Financial's Zumiez position peaked at $2.04M in Q3 2019.
162 funds tracked by Wall St. Rank held Zumiez as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.