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SummerHaven Investment Management’s Zumiez ZUMZ Stock Holding History

SummerHaven Investment 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
2024
Q3 		– Sell
-42,116
Closed -$820K – 285
2024
Q2 		$820K Buy
42,116
+788
+2% +$13.7K 0.54% 84
2024
Q1 		$628K Buy
41,328
+516
+1% +$8.81K 0.39% 156
2023
Q4 		$830K Buy
40,812
+563
+1% +$10.1K 0.53% 81
2023
Q3 		$716K Buy
40,249
+15,834
+65% +$285K 0.53% 77
2023
Q2 		$407K Sell
24,415
-7,092
-23% -$119K 0.26% 176
2023
Q1 		$581K Buy
31,507
+868
+3% +$20K 0.34% 173
2022
Q4 		$666K Buy
30,639
+473
+2% +$10.5K 0.4% 162
2022
Q3 		$649K Buy
30,166
+10,051
+50% +$263K 0.45% 146
2022
Q2 		$523K Hold
20,115
– – 0.35% 159
2022
Q1 		$769K Buy
20,115
+920
+5% +$40K 0.43% 133
2021
Q4 		$921K Hold
19,195
– – 0.5% 90
2021
Q3 		$763K Buy
+19,195
New +$819K 0.45% 157

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SummerHaven Investment Management's ZUMZ Position: Q3 2024 in Review

SummerHaven Investment Management sold out of Zumiez (ZUMZ) in Q3 2024, closing a stake of 42,116 shares — an estimated $820K sold.

SummerHaven Investment Management first reported a position in ZUMZ in Q3 2021 and held it in 12 quarters. The position peaked at $921K in Q4 2021. 126 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2024.

  • SummerHaven Investment Management reported no remaining Zumiez position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 42,116 Zumiez shares in Q3 2024, an estimated $820K.
  • SummerHaven Investment Management first reported a position in Zumiez in Q3 2021 and held it in 12 quarters.
  • SummerHaven Investment Management's Zumiez position peaked at $921K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Zumiez as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.