Affinity Investment Advisors’s MarineMax HZO Stock Holding History

Affinity Investment 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
2023 Q4	–	Sell	-11,603	Closed	-$381K	–	189
2023 Q3	$381K	Sell	11,603 -3,240	-22%	-$113K	0.25%	139
2023 Q2	$507K	Sell	14,843 -2,829	-16%	-$83.3K	0.29%	133
2023 Q1	$508K	Hold	17,672	–	–	0.27%	136
2022 Q4	$552K	Buy	17,672 +243	+1%	+$7.63K	0.25%	136
2022 Q3	$519K	Hold	17,429	–	–	0.27%	129
2022 Q2	$630K	Hold	17,429	–	–	0.31%	113
2022 Q1	$702K	Hold	17,429	–	–	0.29%	130
2021 Q4	$1.03M	Buy	17,429 +69	+0.4%	+$3.69K	0.41%	82
2021 Q3	$842K	Hold	17,360	–	–	0.38%	99
2021 Q2	$846K	Buy	17,360 +85	+0.5%	+$4.43K	0.38%	95
2021 Q1	$853K	Buy	+17,275	New	+$815K	0.31%	99

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Affinity Investment Advisors's HZO Position: Q4 2023 in Review

Affinity Investment Advisors sold out of MarineMax (HZO) in Q4 2023, closing a stake of 11,603 shares — an estimated $381K sold.

Affinity Investment Advisors first reported a position in HZO in Q1 2021 and held it in 11 quarters. The position peaked at $1.03M in Q4 2021. 167 funds tracked by Wall St. Rank hold HZO as of Q4 2023.

Affinity Investment Advisors reported no remaining MarineMax position as of Q4 2023 after selling out during the quarter.
Affinity Investment Advisors sold 11,603 MarineMax shares in Q4 2023, an estimated $381K.
Affinity Investment Advisors first reported a position in MarineMax in Q1 2021 and held it in 11 quarters.
Affinity Investment Advisors's MarineMax position peaked at $1.03M in Q4 2021.
167 funds tracked by Wall St. Rank held MarineMax as of Q4 2023.

Based on Affinity Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.