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Arbor Wealth Management (Florida)’s OneWater Marine ONEW Stock Holding History

Arbor Wealth Management (Florida)’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$546K Buy
8,951
+92
+1% +$4.5K 0.12% 34
2021
Q3 		$356K Hold
8,859
– – 0.08% 38
2021
Q2 		$372K Hold
8,859
– – 0.09% 34
2021
Q1 		$354K Buy
+8,859
New +$321K 0.1% 32

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arbor Wealth Management (Florida)'s ONEW Position: Q4 2021 in Review

Arbor Wealth Management (Florida) increased its OneWater Marine (ONEW) stake by 1% in Q4 2021, buying an estimated $4.5K and bringing the position to 8,951 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #34.

Arbor Wealth Management (Florida) first reported a position in ONEW in Q1 2021 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold ONEW as of Q4 2021.

  • Arbor Wealth Management (Florida) held 8,951 shares of OneWater Marine worth $546K as of Q4 2021.
  • Arbor Wealth Management (Florida) bought 92 OneWater Marine shares in Q4 2021, an estimated $4.5K.
  • OneWater Marine made up 0.12% of Arbor Wealth Management (Florida)'s portfolio in Q4 2021, its #34 holding.
  • Arbor Wealth Management (Florida) first reported a position in OneWater Marine in Q1 2021 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held OneWater Marine as of Q4 2021.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q4 2021, filed 25 Jan 2022.