BIM
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Bogle Investment Management’s MarineMax HZO Stock Holding History

Bogle 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
2021
Q1 		– Sell
-13,422
Closed -$470K – 53
2020
Q4 		$470K Buy
+13,422
New +$420K 0.75% 54
2017
Q2 		– Sell
-9,828
Closed -$212K – 339
2017
Q1 		$212K Buy
+9,828
New +$207K 0.01% 289

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Bogle Investment Management's HZO Position: Q1 2021 in Review

Bogle Investment Management sold out of MarineMax (HZO) in Q1 2021, closing a stake of 13,422 shares — an estimated $470K sold.

Bogle Investment Management first reported a position in HZO in Q1 2017 and held it in 2 quarters. The position peaked at $470K in Q4 2020. 212 funds tracked by Wall St. Rank hold HZO as of Q1 2021.

  • Bogle Investment Management reported no remaining MarineMax position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 13,422 MarineMax shares in Q1 2021, an estimated $470K.
  • Bogle Investment Management first reported a position in MarineMax in Q1 2017 and held it in 2 quarters.
  • Bogle Investment Management's MarineMax position peaked at $470K in Q4 2020.
  • 212 funds tracked by Wall St. Rank held MarineMax as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.