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Aperio Group’s MarineMax HZO Stock Holding History

Aperio Group’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
2019
Q3 		– Sell
-8,713
Closed -$143K – 2517
2019
Q2 		$143K Buy
+8,713
New +$151K ﹤0.01% 2290
2016
Q4 		– Sell
-10,622
Closed -$223K – 2127
2016
Q3 		$223K Buy
+10,622
New +$209K ﹤0.01% 1886

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Aperio Group's HZO Position: Q3 2019 in Review

Aperio Group sold out of MarineMax (HZO) in Q3 2019, closing a stake of 8,713 shares — an estimated $143K sold.

Aperio Group first reported a position in HZO in Q3 2016 and held it in 2 quarters. The position peaked at $223K in Q3 2016. 136 funds tracked by Wall St. Rank hold HZO as of Q3 2019.

  • Aperio Group reported no remaining MarineMax position as of Q3 2019 after selling out during the quarter.
  • Aperio Group sold 8,713 MarineMax shares in Q3 2019, an estimated $143K.
  • Aperio Group first reported a position in MarineMax in Q3 2016 and held it in 2 quarters.
  • Aperio Group's MarineMax position peaked at $223K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held MarineMax as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.