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WA
Wasatch Advisors’s
Zumiez
ZUMZ
Stock Holding History
Wasatch Advisors’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
2018
Q2
–
Sell
-47,783
Closed
-$1.14M
–
302
2018
Q1
$1.14M
Buy
47,783
+2,836
+6%
+$60.6K
0.01%
251
2017
Q4
$936K
Hold
44,947
–
–
0.01%
256
2017
Q3
$814K
Sell
44,947
-1,517,902
-97%
-$20.7M
0.01%
286
2017
Q2
$19.3M
Sell
1,562,849
-1,580,555
-50%
-$24.1M
0.27%
83
2017
Q1
$57.5M
Buy
3,143,404
+31,654
+1%
+$620K
0.85%
41
2016
Q4
$68M
Sell
3,111,750
-21,516
-0.7%
-$498K
1.03%
34
2016
Q3
$56.4M
Sell
3,133,266
-22,802
-0.7%
-$378K
0.84%
37
2016
Q2
$45.2M
Sell
3,156,068
-2,870
-0.1%
-$45.6K
0.69%
42
2016
Q1
$63.5M
Sell
3,158,938
-108,844
-3%
-$2.04M
0.97%
30
2015
Q4
$49.4M
Sell
3,267,782
-44,895
-1%
-$727K
0.68%
47
2015
Q3
$51.8M
Buy
3,312,677
+100,496
+3%
+$2.29M
0.69%
45
2015
Q2
$85.5M
Buy
3,212,181
+1,027,026
+47%
+$31.6M
0.93%
20
2015
Q1
$88M
Buy
2,185,155
+23,662
+1%
+$917K
0.91%
30
2014
Q4
$83.5M
Sell
2,161,493
-8,128
-0.4%
-$278K
0.87%
30
2014
Q3
$61M
Sell
2,169,621
-88,084
-4%
-$2.59M
0.64%
42
2014
Q2
$62.3M
Sell
2,257,705
-55,822
-2%
-$1.48M
0.61%
46
2014
Q1
$56.1M
Sell
2,313,527
-43,383
-2%
-$1.01M
0.54%
56
2013
Q4
$61.3M
Buy
2,356,910
+184,997
+9%
+$5.15M
0.6%
48
2013
Q3
$59.8M
Buy
2,171,913
+172,772
+9%
+$4.84M
0.62%
49
2013
Q2
$57.5M
Buy
+1,999,141
New
+$58.1M
0.63%
44
Other funds holding ZUMZ
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
MCM
Matarin Capital Management
New York
$409M AUM
33.03%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
TA
Teachers Advisors
New York
$81.7B AUM
13.62%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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