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Berman Capital Advisors’s MarineMax HZO Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$194K Buy
+4,000
New +$200K 0.03% 269

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's HZO Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in MarineMax (HZO) in Q3 2021: 4,000 shares worth $194K. The stake represents 0.03% of the portfolio and ranks #269 among its holdings.

222 funds tracked by Wall St. Rank hold HZO as of Q3 2021.

  • Berman Capital Advisors held 4,000 shares of MarineMax worth $194K as of Q3 2021.
  • MarineMax was a new Berman Capital Advisors position in Q3 2021.
  • MarineMax made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #269 holding.
  • 222 funds tracked by Wall St. Rank held MarineMax as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.