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Burney Company’s MarineMax HZO Stock Holding History

Burney Company’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
Q3 		– Sell
-10,707
Closed -$366K – 580
2023
Q2 		$366K Sell
10,707
-4,678
-30% -$138K 0.02% 460
2023
Q1 		$442K Sell
15,385
-25,815
-63% -$812K 0.02% 425
2022
Q4 		$1.29M Sell
41,200
-19,001
-32% -$597K 0.07% 268
2022
Q3 		$1.79M Sell
60,201
-5,029
-8% -$188K 0.1% 212
2022
Q2 		$2.36M Sell
65,230
-31,161
-32% -$1.25M 0.12% 191
2022
Q1 		$3.88M Buy
96,391
+14,862
+18% +$698K 0.18% 151
2021
Q4 		$4.81M Sell
81,529
-31
-0% -$1.66K 0.21% 137
2021
Q3 		$3.96M Buy
81,560
+34,260
+72% +$1.71M 0.19% 147
2021
Q2 		$2.31M Buy
47,300
+41,106
+664% +$2.14M 0.11% 214
2021
Q1 		$306K Buy
+6,194
New +$292K 0.02% 474

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
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burney Company's HZO Position: Q3 2023 in Review

Burney Company sold out of MarineMax (HZO) in Q3 2023, closing a stake of 10,707 shares — an estimated $366K sold.

Burney Company first reported a position in HZO in Q1 2021 and held it in 10 quarters. The position peaked at $4.81M in Q4 2021. 163 funds tracked by Wall St. Rank hold HZO as of Q3 2023.

  • Burney Company reported no remaining MarineMax position as of Q3 2023 after selling out during the quarter.
  • Burney Company sold 10,707 MarineMax shares in Q3 2023, an estimated $366K.
  • Burney Company first reported a position in MarineMax in Q1 2021 and held it in 10 quarters.
  • Burney Company's MarineMax position peaked at $4.81M in Q4 2021.
  • 163 funds tracked by Wall St. Rank held MarineMax as of Q3 2023.

Based on Burney Company's 13F filing for Q3 2023, filed 8 Nov 2023.