Wellington Management Group’s Zumiez ZUMZ Stock Holding History

Wellington Management Group’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 Q1	–	Sell	-21,078	Closed	-$728K	–	2069
2019 Q4	$728K	Buy	+21,078	New	+$667K	﹤0.01%	1780
2019 Q3	–	Sell	-276,733	Closed	-$7.22M	–	2128
2019 Q2	$7.22M	Sell	276,733 -206,987	-43%	-$5.02M	﹤0.01%	1291
2019 Q1	$12M	Buy	483,720 +129,194	+36%	+$3.06M	﹤0.01%	1158
2018 Q4	$6.8M	Buy	+354,526	New	+$7.51M	﹤0.01%	1293
2018 Q3	–	Sell	-28,095	Closed	-$704K	–	2325
2018 Q2	$704K	Buy	+28,095	New	+$699K	﹤0.01%	1956
2015 Q3	–	Sell	-19,043	Closed	-$507K	–	2261
2015 Q2	$507K	Sell	19,043 -14,602	-43%	-$449K	﹤0.01%	1960
2015 Q1	$1.35M	Hold	33,645	–	–	﹤0.01%	1785
2014 Q4	$1.3M	Buy	33,645 +24,645	+274%	+$842K	﹤0.01%	1804
2014 Q3	$253K	Buy	+9,000	New	+$264K	﹤0.01%	2100

Other funds holding ZUMZ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Wellington Management Group's ZUMZ Position: Q1 2020 in Review

Wellington Management Group sold out of Zumiez (ZUMZ) in Q1 2020, closing a stake of 21,078 shares — an estimated $728K sold.

Wellington Management Group first reported a position in ZUMZ in Q3 2014 and held it in 9 quarters. The position peaked at $12M in Q1 2019. 162 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2020.

Wellington Management Group reported no remaining Zumiez position as of Q1 2020 after selling out during the quarter.
Wellington Management Group sold 21,078 Zumiez shares in Q1 2020, an estimated $728K.
Wellington Management Group first reported a position in Zumiez in Q3 2014 and held it in 9 quarters.
Wellington Management Group's Zumiez position peaked at $12M in Q1 2019.
162 funds tracked by Wall St. Rank held Zumiez as of Q1 2020.

Based on Wellington Management Group's 13F filing for Q1 2020, filed 14 May 2020.