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Summit Global Investments’s Zumiez ZUMZ Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-19,100
Closed -$411K – 499
2022
Q3 		$411K Buy
+19,100
New +$499K 0.04% 350

Other funds holding ZUMZ

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Thrivent Financial for Lutherans
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 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 $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's ZUMZ Position: Q4 2022 in Review

Summit Global Investments sold out of Zumiez (ZUMZ) in Q4 2022, closing a stake of 19,100 shares — an estimated $411K sold.

Summit Global Investments first reported a position in ZUMZ in Q3 2022 and held it in 1 quarter. The position peaked at $411K in Q3 2022. 141 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2022.

  • Summit Global Investments reported no remaining Zumiez position as of Q4 2022 after selling out during the quarter.
  • Summit Global Investments sold 19,100 Zumiez shares in Q4 2022, an estimated $411K.
  • Summit Global Investments first reported a position in Zumiez in Q3 2022 and held it in 1 quarter.
  • Summit Global Investments's Zumiez position peaked at $411K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Zumiez as of Q4 2022.

Based on Summit Global Investments's 13F filing for Q4 2022, filed 31 Jan 2023.