CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s MarineMax HZO Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-2,911
Closed -$105K – 2976
2022
Q2 		$105K Buy
2,911
+255
+10% +$10.2K ﹤0.01% 2158
2022
Q1 		$107K Buy
2,656
+744
+39% +$35K ﹤0.01% 2213
2021
Q4 		$113K Sell
1,912
-802
-30% -$42.9K ﹤0.01% 2071
2021
Q3 		$132K Buy
2,714
+130
+5% +$6.49K ﹤0.01% 1854
2021
Q2 		$126K Sell
2,584
-62
-2% -$3.23K ﹤0.01% 1840
2021
Q1 		$131K Buy
2,646
+2,606
+6,515% +$123K ﹤0.01% 1771
2020
Q4 		$1K Buy
40
+35
+700% +$1.1K ﹤0.01% 3259
2020
Q3 		$0 Buy
+5
New +$137 ﹤0.01% 3131
2018
Q2 		– Sell
-459
Closed -$9K – 1554
2018
Q1 		$9K Buy
459
+167
+57% +$3.44K ﹤0.01% 1054
2017
Q4 		$6K Buy
+292
New +$5.62K ﹤0.01% 1099

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CAPTRUST Financial Advisors's HZO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of MarineMax (HZO) in Q3 2022, closing a stake of 2,911 shares — an estimated $105K sold.

CAPTRUST Financial Advisors first reported a position in HZO in Q4 2017 and held it in 10 quarters. The position peaked at $132K in Q3 2021. 198 funds tracked by Wall St. Rank hold HZO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining MarineMax position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,911 MarineMax shares in Q3 2022, an estimated $105K.
  • CAPTRUST Financial Advisors first reported a position in MarineMax in Q4 2017 and held it in 10 quarters.
  • CAPTRUST Financial Advisors's MarineMax position peaked at $132K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held MarineMax as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.