Addison Advisors’s MarineMax HZO Stock Holding History

Addison Advisors’s Portfolio HZO Stock Details HZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-500	Closed	-$30K	–	743
2021 Q4	$30K	Buy	+500	New	+$26.8K	0.02%	293

Other funds holding HZO

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Addison Advisors's HZO Position: Q1 2022 in Review

Addison Advisors sold out of MarineMax (HZO) in Q1 2022, closing a stake of 500 shares — an estimated $30K sold.

Addison Advisors first reported a position in HZO in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 227 funds tracked by Wall St. Rank hold HZO as of Q1 2022.

Addison Advisors reported no remaining MarineMax position as of Q1 2022 after selling out during the quarter.
Addison Advisors sold 500 MarineMax shares in Q1 2022, an estimated $30K.
Addison Advisors first reported a position in MarineMax in Q4 2021 and held it in 1 quarter.
Addison Advisors's MarineMax position peaked at $30K in Q4 2021.
227 funds tracked by Wall St. Rank held MarineMax as of Q1 2022.

Based on Addison Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.