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Blue Trust Inc’s MarineMax HZO Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-776
Closed -$24K – 2256
2023
Q1 		$24K Buy
776
+297
+62% +$9.34K ﹤0.01% 1305
2022
Q4 		$14K Buy
479
+192
+67% +$6.03K ﹤0.01% 1418
2022
Q3 		$10K Sell
287
-1
-0.3% -$37 ﹤0.01% 1335
2022
Q2 		$12K Buy
+288
New +$11.6K ﹤0.01% 1139

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blue Trust Inc's HZO Position: Q2 2023 in Review

Blue Trust Inc sold out of MarineMax (HZO) in Q2 2023, closing a stake of 776 shares — an estimated $24K sold.

Blue Trust Inc first reported a position in HZO in Q2 2022 and held it in 4 quarters. The position peaked at $24K in Q1 2023. 166 funds tracked by Wall St. Rank hold HZO as of Q2 2023.

  • Blue Trust Inc reported no remaining MarineMax position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 776 MarineMax shares in Q2 2023, an estimated $24K.
  • Blue Trust Inc first reported a position in MarineMax in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's MarineMax position peaked at $24K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held MarineMax as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.