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ALPS Advisors’s MarineMax HZO Stock Holding History

ALPS 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
Q1 		– Sell
-9,822
Closed -$307K – 1077
2022
Q4 		$307K Hold
9,822
– – ﹤0.01% 867
2022
Q3 		$293K Buy
9,822
+2,126
+28% +$79.6K ﹤0.01% 836
2022
Q2 		$278K Sell
7,696
-80
-1% -$3.21K ﹤0.01% 872
2022
Q1 		$313K Sell
7,776
-6
-0.1% -$282 ﹤0.01% 756
2021
Q4 		$459K Buy
7,782
+101
+1% +$5.41K 0.01% 541
2021
Q3 		$373K Buy
7,681
+2,145
+39% +$107K ﹤0.01% 639
2021
Q2 		$270K Hold
5,536
– – ﹤0.01% 875
2021
Q1 		$273K Sell
5,536
-4,352
-44% -$205K ﹤0.01% 839
2020
Q4 		$346K Sell
9,888
-301
-3% -$9.43K ﹤0.01% 619
2020
Q3 		$262K Sell
10,189
-11,802
-54% -$324K ﹤0.01% 688
2020
Q2 		$492K Sell
21,991
-2,445
-10% -$40.2K 0.01% 452
2020
Q1 		$255K Sell
24,436
-7,175
-23% -$117K ﹤0.01% 554
2019
Q4 		$528K Sell
31,611
-2,230
-7% -$36.4K ﹤0.01% 505
2019
Q3 		$524K Sell
33,841
-3,172
-9% -$48.5K ﹤0.01% 492
2019
Q2 		$608K Hold
37,013
– – ﹤0.01% 494
2019
Q1 		$709K Buy
37,013
+1,478
+4% +$28.1K 0.01% 405
2018
Q4 		$651K Buy
+35,535
New +$741K 0.01% 418
2017
Q3 		– Sell
-21,619
Closed -$423K – 822
2017
Q2 		$423K Buy
21,619
+56
+0.3% +$1.1K ﹤0.01% 653
2017
Q1 		$467K Sell
21,563
-1,030
-5% -$21.7K ﹤0.01% 602
2016
Q4 		$437K Sell
22,593
-383
-2% -$7.4K ﹤0.01% 528
2016
Q3 		$481K Buy
+22,976
New +$451K ﹤0.01% 286

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ALPS Advisors's HZO Position: Q1 2023 in Review

ALPS Advisors sold out of MarineMax (HZO) in Q1 2023, closing a stake of 9,822 shares — an estimated $307K sold.

ALPS Advisors first reported a position in HZO in Q3 2016 and held it in 21 quarters. The position peaked at $709K in Q1 2019. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

  • ALPS Advisors reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
  • ALPS Advisors sold 9,822 MarineMax shares in Q1 2023, an estimated $307K.
  • ALPS Advisors first reported a position in MarineMax in Q3 2016 and held it in 21 quarters.
  • ALPS Advisors's MarineMax position peaked at $709K in Q1 2019.
  • 168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.