Capstone Investment Advisors
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Capstone Investment Advisors’s MarineMax HZO Stock Holding History

Capstone Investment Advisors’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
2024
Q2 		– Sell
-24,577
Closed -$817K – 2253
2024
Q1 		$817K Buy
24,577
+18,913
+334% +$606K ﹤0.01% 1264
2023
Q4 		$220K Buy
+5,664
New +$179K ﹤0.01% 1740

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's HZO Position: Q2 2024 in Review

Capstone Investment Advisors sold out of MarineMax (HZO) in Q2 2024, closing a stake of 24,577 shares — an estimated $817K sold.

Capstone Investment Advisors first reported a position in HZO in Q4 2023 and held it in 2 quarters. The position peaked at $817K in Q1 2024. 148 funds tracked by Wall St. Rank hold HZO as of Q2 2024.

  • Capstone Investment Advisors reported no remaining MarineMax position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 24,577 MarineMax shares in Q2 2024, an estimated $817K.
  • Capstone Investment Advisors first reported a position in MarineMax in Q4 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's MarineMax position peaked at $817K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held MarineMax as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.