Bollard Group’s MarineMax HZO Stock Holding History

Bollard Group’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
2022 Q2	–	Sell	-6,368	Closed	-$256K	–	338
2022 Q1	$256K	Hold	6,368	–	–	0.01%	214
2021 Q4	$376K	Hold	6,368	–	–	0.01%	184
2021 Q3	$309K	Hold	6,368	–	–	0.01%	193
2021 Q2	$310K	Hold	6,368	–	–	0.01%	190
2021 Q1	$314K	Hold	6,368	–	–	0.01%	183
2020 Q4	$223K	Hold	6,368	–	–	0.01%	193
2020 Q3	$163K	Hold	6,368	–	–	0.01%	207
2020 Q2	$143K	Buy	+6,368	New	+$105K	0.01%	217

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

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

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

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bollard Group's HZO Position: Q2 2022 in Review

Bollard Group sold out of MarineMax (HZO) in Q2 2022, closing a stake of 6,368 shares — an estimated $256K sold.

Bollard Group first reported a position in HZO in Q2 2020 and held it in 8 quarters. The position peaked at $376K in Q4 2021. 212 funds tracked by Wall St. Rank hold HZO as of Q2 2022.

Bollard Group reported no remaining MarineMax position as of Q2 2022 after selling out during the quarter.
Bollard Group sold 6,368 MarineMax shares in Q2 2022, an estimated $256K.
Bollard Group first reported a position in MarineMax in Q2 2020 and held it in 8 quarters.
Bollard Group's MarineMax position peaked at $376K in Q4 2021.
212 funds tracked by Wall St. Rank held MarineMax as of Q2 2022.

Based on Bollard Group's 13F filing for Q2 2022, filed 12 Aug 2022.