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Amalgamated Bank’s MarineMax HZO Stock Holding History

Amalgamated Bank’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
2026
Q1 		– Sell
-5,527
Closed -$134K – 2182
2025
Q4 		$134K Sell
5,527
-119
-2% -$2.94K ﹤0.01% 1657
2025
Q3 		$143K Buy
5,646
+182
+3% +$4.64K ﹤0.01% 1644
2025
Q2 		$137K Sell
5,464
-53
-1% -$1.17K ﹤0.01% 1647
2025
Q1 		$119K Sell
5,517
-331
-6% -$8.84K ﹤0.01% 1640
2024
Q4 		$169K Sell
5,848
-22
-0.4% -$676 ﹤0.01% 1615
2024
Q3 		$207K Sell
5,870
-349
-6% -$11.4K ﹤0.01% 1573
2024
Q2 		$201K Sell
6,219
-297
-5% -$8.7K ﹤0.01% 1577
2024
Q1 		$217K Sell
6,516
-1,168
-15% -$37.4K ﹤0.01% 1586
2023
Q4 		$299K Sell
7,684
-218
-3% -$6.9K ﹤0.01% 1653
2023
Q3 		$259K Sell
7,902
-841
-10% -$29.2K ﹤0.01% 1691
2023
Q2 		$299K Sell
8,743
-398
-4% -$11.7K ﹤0.01% 1671
2023
Q1 		$263K Sell
9,141
-583
-6% -$18.3K ﹤0.01% 1698
2022
Q4 		$304K Hold
9,724
– – ﹤0.01% 1687
2022
Q3 		$290K Buy
9,724
+43
+0.4% +$1.61K ﹤0.01% 1697
2022
Q2 		$350K Sell
9,681
-396
-4% -$15.9K ﹤0.01% 1637
2022
Q1 		$406K Sell
10,077
-619
-6% -$29.1K ﹤0.01% 1641
2021
Q4 		$631K Sell
10,696
-208
-2% -$11.1K ﹤0.01% 1467
2021
Q3 		$529K Sell
10,904
-487
-4% -$24.3K ﹤0.01% 1548
2021
Q2 		$555K Buy
+11,391
New +$594K ﹤0.01% 1588

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 $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Amalgamated Bank's HZO Position: Q1 2026 in Review

Amalgamated Bank sold out of MarineMax (HZO) in Q1 2026, closing a stake of 5,527 shares — an estimated $134K sold.

Amalgamated Bank first reported a position in HZO in Q2 2021 and held it in 19 quarters. The position peaked at $631K in Q4 2021. 172 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

  • Amalgamated Bank reported no remaining MarineMax position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 5,527 MarineMax shares in Q1 2026, an estimated $134K.
  • Amalgamated Bank first reported a position in MarineMax in Q2 2021 and held it in 19 quarters.
  • Amalgamated Bank's MarineMax position peaked at $631K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.