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ZUMZ icon

UBS’s Zumiez ZUMZ Stock Holding History

UBS’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
2014
Q3 		$14K Sell
500
-7,900
-94% -$232K ﹤0.01% 8464
2014
Q2 		$232K Buy
8,400
+7,300
+664% +$194K ﹤0.01% 5003
2014
Q1 		$27K Buy
+1,100
New +$25.7K ﹤0.01% 7697
2013
Q4 		– Sell
-7,300
Closed -$201K – 10820
2013
Q3 		$201K Buy
7,300
+6,800
+1,360% +$190K ﹤0.01% 5174
2013
Q2 		$14K Buy
+500
New +$14.5K ﹤0.01% 8284

Other funds holding ZUMZ

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's ZUMZ Position: Q3 2014 in Review

UBS increased its Zumiez (ZUMZ) stake by 112% in Q3 2014, buying an estimated $12.6K and bringing the position to 815 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #7832.

UBS first reported a position in ZUMZ in Q2 2013 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2014.

  • UBS held 815 shares of Zumiez worth $23K as of Q3 2014.
  • UBS bought 430 Zumiez shares in Q3 2014, an estimated $12.6K.
  • Zumiez made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7832 holding.
  • UBS first reported a position in Zumiez in Q2 2013 and has held it in 6 quarters since.
  • 142 funds tracked by Wall St. Rank held Zumiez as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.