AUA Capital Management’s MarineMax HZO Stock Holding History

AUA Capital 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
2023 Q1	–	Sell	-13	Closed	-$406	–	194
2022 Q4	$406	Hold	13	–	–	﹤0.01%	339
2022 Q3	$0	Hold	13	–	–	﹤0.01%	355
2022 Q2	$0	Sell	13 -19	-59%	-$763	﹤0.01%	367
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	339
2021 Q4	$2K	Hold	32	–	–	﹤0.01%	281
2021 Q3	$2K	Hold	32	–	–	﹤0.01%	275
2021 Q2	$2K	Buy	32 +6	+23%	+$313	﹤0.01%	271
2021 Q1	$1K	Buy	26 +3	+13%	+$142	﹤0.01%	320
2020 Q4	$1K	Buy	23 +11	+92%	+$345	﹤0.01%	314
2020 Q3	$0	Buy	+12	New	+$330	﹤0.01%	339

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

AUA Capital Management's HZO Position: Q1 2023 in Review

AUA Capital Management sold out of MarineMax (HZO) in Q1 2023, closing a stake of 13 shares — an estimated $406 sold.

AUA Capital Management first reported a position in HZO in Q3 2020 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

AUA Capital Management reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
AUA Capital Management sold 13 MarineMax shares in Q1 2023, an estimated $406.
AUA Capital Management first reported a position in MarineMax in Q3 2020 and held it in 10 quarters.
AUA Capital Management's MarineMax position peaked at $2K in Q4 2021.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.