SFM
ZUMZ icon

Systematic Financial Management’s Zumiez ZUMZ Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-8,625
Closed -$236K – 458
2020
Q2 		$236K Sell
8,625
-2,325
-21% -$52.8K 0.01% 440
2020
Q1 		$190K Sell
10,950
-3,185
-23% -$89.8K 0.01% 403
2019
Q4 		$488K Hold
14,135
– – 0.02% 417
2019
Q3 		$448K Sell
14,135
-9,776
-41% -$258K 0.02% 419
2019
Q2 		$624K Sell
23,911
-16,075
-40% -$390K 0.02% 505
2019
Q1 		$995K Sell
39,986
-9,570
-19% -$227K 0.03% 503
2018
Q4 		$950K Sell
49,556
-12,210
-20% -$259K 0.03% 497
2018
Q3 		$1.63M Buy
61,766
+14,380
+30% +$377K 0.04% 301
2018
Q2 		$1.19M Sell
47,386
-5,800
-11% -$144K 0.03% 519
2018
Q1 		$1.27M Sell
53,186
-2,825
-5% -$60.3K 0.03% 497
2017
Q4 		$1.17M Sell
56,011
-30,770
-35% -$589K 0.02% 518
2017
Q3 		$1.57M Sell
86,781
-28,595
-25% -$389K 0.03% 386
2017
Q2 		$1.43M Buy
115,376
+28,075
+32% +$429K 0.03% 537
2017
Q1 		$1.6M Sell
87,301
-90,755
-51% -$1.78M 0.03% 496
2016
Q4 		$3.89M Buy
178,056
+78,955
+80% +$1.83M 0.06% 306
2016
Q3 		$1.78M Sell
99,101
-25,700
-21% -$426K 0.03% 394
2016
Q2 		$1.78M Buy
124,801
+40,590
+48% +$645K 0.02% 408
2016
Q1 		$1.68M Sell
84,211
-34,215
-29% -$642K 0.02% 424
2015
Q4 		$1.79M Buy
118,426
+24,745
+26% +$401K 0.02% 372
2015
Q3 		$1.46M Buy
93,681
+8,825
+10% +$201K 0.02% 572
2015
Q2 		$2.26M Buy
84,856
+23,491
+38% +$722K 0.02% 587
2015
Q1 		$2.47M Buy
61,365
+2,100
+4% +$81.4K 0.02% 469
2014
Q4 		$2.29M Sell
59,265
-30,210
-34% -$1.03M 0.02% 479
2014
Q3 		$2.51M Buy
+89,475
New +$2.63M 0.02% 408

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Financial Management's ZUMZ Position: Q3 2020 in Review

Systematic Financial Management sold out of Zumiez (ZUMZ) in Q3 2020, closing a stake of 8,625 shares — an estimated $236K sold.

Systematic Financial Management first reported a position in ZUMZ in Q3 2014 and held it in 24 quarters. The position peaked at $3.89M in Q4 2016. 165 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2020.

  • Systematic Financial Management reported no remaining Zumiez position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 8,625 Zumiez shares in Q3 2020, an estimated $236K.
  • Systematic Financial Management first reported a position in Zumiez in Q3 2014 and held it in 24 quarters.
  • Systematic Financial Management's Zumiez position peaked at $3.89M in Q4 2016.
  • 165 funds tracked by Wall St. Rank held Zumiez as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.