Swedbank’s Zumiez ZUMZ Stock Holding History

Swedbank’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	-250,000	Closed	-$5.38M	–	745
2022 Q3	$5.38M	Hold	250,000	–	–	0.01%	491
2022 Q2	$6.5M	Buy	250,000 +75,000	+43%	+$2.52M	0.01%	485
2022 Q1	$6.69M	Buy	175,000 +15,000	+9%	+$652K	0.01%	509
2021 Q4	$7.73M	Sell	160,000 -25,000	-14%	-$1.14M	0.01%	506
2021 Q3	$7.36M	Buy	185,000 +95,000	+106%	+$4.05M	0.01%	509
2021 Q2	$4.41M	Buy	+90,000	New	+$4.04M	0.01%	576

Other funds holding ZUMZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

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 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

Swedbank's ZUMZ Position: Q4 2022 in Review

Swedbank sold out of Zumiez (ZUMZ) in Q4 2022, closing a stake of 250,000 shares — an estimated $5.38M sold.

Swedbank first reported a position in ZUMZ in Q2 2021 and held it in 6 quarters. The position peaked at $7.73M in Q4 2021. 141 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2022.

Swedbank reported no remaining Zumiez position as of Q4 2022 after selling out during the quarter.
Swedbank sold 250,000 Zumiez shares in Q4 2022, an estimated $5.38M.
Swedbank first reported a position in Zumiez in Q2 2021 and held it in 6 quarters.
Swedbank's Zumiez position peaked at $7.73M in Q4 2021.
141 funds tracked by Wall St. Rank held Zumiez as of Q4 2022.

Based on Swedbank's 13F filing for Q4 2022, filed 6 Dec 2024.