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Cerity Partners OCIO’s MarineMax HZO Stock Holding History

Cerity Partners OCIO’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
Q4 		$2.84M Buy
90,898
+10,927
+14% +$343K 0.09% 137
2022
Q3 		$2.38M Buy
79,971
+10,720
+15% +$401K 0.08% 136
2022
Q2 		$2.5M Buy
69,251
+20,164
+41% +$810K 0.08% 124
2022
Q1 		$1.98M Buy
49,087
+7,098
+17% +$334K 0.06% 151
2021
Q4 		$2.48M Buy
41,989
+13,599
+48% +$728K 0.07% 127
2021
Q3 		$1.38M Buy
+28,390
New +$1.42M 0.04% 170

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cerity Partners OCIO's HZO Position: Q4 2022 in Review

Cerity Partners OCIO increased its MarineMax (HZO) stake by 14% in Q4 2022, buying an estimated $343K and bringing the position to 90,898 shares worth $2.84M. The position accounts for 0.09% of the portfolio, ranked #137.

Cerity Partners OCIO first reported a position in HZO in Q3 2021 and has held it in 6 quarters since. 203 funds tracked by Wall St. Rank hold HZO as of Q4 2022.

  • Cerity Partners OCIO held 90,898 shares of MarineMax worth $2.84M as of Q4 2022.
  • Cerity Partners OCIO bought 10,927 MarineMax shares in Q4 2022, an estimated $343K.
  • MarineMax made up 0.09% of Cerity Partners OCIO's portfolio in Q4 2022, its #137 holding.
  • Cerity Partners OCIO first reported a position in MarineMax in Q3 2021 and has held it in 6 quarters since.
  • 203 funds tracked by Wall St. Rank held MarineMax as of Q4 2022.

Based on Cerity Partners OCIO's 13F filing for Q4 2022, filed 2 Feb 2023.