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USA Financial Formulas’s Zumiez ZUMZ Stock Holding History

USA Financial Formulas’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
2019
Q1 		– Sell
-6,947
Closed -$183K – 363
2018
Q4 		$183K Buy
6,947
+3,152
+83% +$66.7K 0.05% 267
2018
Q3 		$95K Buy
+3,795
New +$99.5K 0.02% 262
2017
Q1 		– Sell
-19,119
Closed -$418K – 355
2016
Q4 		$418K Buy
+19,119
New +$443K 0.1% 175
2015
Q2 		– Sell
-10,155
Closed -$409K – 284
2015
Q1 		$409K Sell
10,155
-2,185
-18% -$84.7K 0.13% 137
2014
Q4 		$477K Buy
+12,340
New +$422K 0.16% 113

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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

USA Financial Formulas's ZUMZ Position: Q1 2019 in Review

USA Financial Formulas sold out of Zumiez (ZUMZ) in Q1 2019, closing a stake of 6,947 shares — an estimated $183K sold.

USA Financial Formulas first reported a position in ZUMZ in Q4 2014 and held it in 5 quarters. The position peaked at $477K in Q4 2014. 156 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2019.

  • USA Financial Formulas reported no remaining Zumiez position as of Q1 2019 after selling out during the quarter.
  • USA Financial Formulas sold 6,947 Zumiez shares in Q1 2019, an estimated $183K.
  • USA Financial Formulas first reported a position in Zumiez in Q4 2014 and held it in 5 quarters.
  • USA Financial Formulas's Zumiez position peaked at $477K in Q4 2014.
  • 156 funds tracked by Wall St. Rank held Zumiez as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.