AIM
HZO icon

Assured Investment Management’s MarineMax HZO Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-14,777
Closed -$283K – 408
2019
Q1 		$283K Sell
14,777
-34,889
-70% -$664K ﹤0.01% 720
2018
Q4 		$909K Buy
49,666
+27,927
+128% +$582K 0.03% 473
2018
Q3 		$462K Sell
21,739
-2,040
-9% -$42.6K 0.01% 791
2018
Q2 		$451K Buy
+23,779
New +$514K 0.01% 842

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Assured Investment Management's HZO Position: Q2 2019 in Review

Assured Investment Management sold out of MarineMax (HZO) in Q2 2019, closing a stake of 14,777 shares — an estimated $283K sold.

Assured Investment Management first reported a position in HZO in Q2 2018 and held it in 4 quarters. The position peaked at $909K in Q4 2018. 139 funds tracked by Wall St. Rank hold HZO as of Q2 2019.

  • Assured Investment Management reported no remaining MarineMax position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 14,777 MarineMax shares in Q2 2019, an estimated $283K.
  • Assured Investment Management first reported a position in MarineMax in Q2 2018 and held it in 4 quarters.
  • Assured Investment Management's MarineMax position peaked at $909K in Q4 2018.
  • 139 funds tracked by Wall St. Rank held MarineMax as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.