BPM
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Bowling Portfolio Management’s MarineMax HZO Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-9,388
Closed -$241K – 295
2020
Q3 		$241K Buy
+9,388
New +$258K 0.05% 338

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bowling Portfolio Management's HZO Position: Q4 2020 in Review

Bowling Portfolio Management sold out of MarineMax (HZO) in Q4 2020, closing a stake of 9,388 shares — an estimated $241K sold.

Bowling Portfolio Management first reported a position in HZO in Q3 2020 and held it in 1 quarter. The position peaked at $241K in Q3 2020. 185 funds tracked by Wall St. Rank hold HZO as of Q4 2020.

  • Bowling Portfolio Management reported no remaining MarineMax position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 9,388 MarineMax shares in Q4 2020, an estimated $241K.
  • Bowling Portfolio Management first reported a position in MarineMax in Q3 2020 and held it in 1 quarter.
  • Bowling Portfolio Management's MarineMax position peaked at $241K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held MarineMax as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.