Winton Group’s Zumiez ZUMZ Stock Holding History

Winton 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
2023 Q2	–	Sell	-12,423	Closed	-$229K	–	1162
2023 Q1	$229K	Sell	12,423 -919	-7%	-$21.1K	0.01%	871
2022 Q4	$290K	Sell	13,342 -13,295	-50%	-$295K	0.02%	792
2022 Q3	$573K	Sell	26,637 -3,210	-11%	-$83.9K	0.04%	601
2022 Q2	$776K	Buy	29,847 +9,319	+45%	+$314K	0.04%	568
2022 Q1	$784K	Sell	20,528 -16,574	-45%	-$721K	0.04%	550
2021 Q4	$1.78M	Sell	37,102 -21,720	-37%	-$992K	0.11%	261
2021 Q3	$2.34M	Buy	58,822 +21,060	+56%	+$899K	0.13%	136
2021 Q2	$1.85M	Sell	37,762 -244	-0.6%	-$11K	0.1%	217
2021 Q1	$1.63M	Buy	38,006 +1,977	+5%	+$88K	0.09%	215
2020 Q4	$1.32M	Sell	36,029 -32,760	-48%	-$1.1M	0.1%	265
2020 Q3	$1.91M	Sell	68,789 -16,770	-20%	-$439K	0.06%	545
2020 Q2	$2.34M	Buy	85,559 +18,507	+28%	+$420K	0.06%	576
2020 Q1	$1.16M	Sell	67,052 -22,008	-25%	-$620K	0.03%	744
2019 Q4	$3.08M	Buy	+89,060	New	+$2.82M	0.04%	638
2019 Q3	–	Sell	-14,558	Closed	-$380K	–	1712
2019 Q2	$380K	Buy	14,558 +5,771	+66%	+$140K	0.01%	787
2019 Q1	$219K	Buy	+8,787	New	+$208K	﹤0.01%	933

Other funds holding ZUMZ

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Winton Group's ZUMZ Position: Q2 2023 in Review

Winton Group sold out of Zumiez (ZUMZ) in Q2 2023, closing a stake of 12,423 shares — an estimated $229K sold.

Winton Group first reported a position in ZUMZ in Q1 2019 and held it in 16 quarters. The position peaked at $3.08M in Q4 2019. 133 funds tracked by Wall St. Rank hold ZUMZ as of Q2 2023.

Winton Group reported no remaining Zumiez position as of Q2 2023 after selling out during the quarter.
Winton Group sold 12,423 Zumiez shares in Q2 2023, an estimated $229K.
Winton Group first reported a position in Zumiez in Q1 2019 and held it in 16 quarters.
Winton Group's Zumiez position peaked at $3.08M in Q4 2019.
133 funds tracked by Wall St. Rank held Zumiez as of Q2 2023.

Based on Winton Group's 13F filing for Q2 2023, filed 14 Aug 2023.