ClearBridge Investments’s MarineMax HZO Stock Holding History

ClearBridge Investments’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
2016 Q1	–	Sell	-26,076	Closed	-$480K	–	1074
2015 Q4	$480K	Sell	26,076 -12,297	-32%	-$204K	﹤0.01%	766
2015 Q3	$542K	Buy	38,373 +246	+0.6%	+$4.33K	﹤0.01%	790
2015 Q2	$896K	Sell	38,127 -31,268	-45%	-$750K	﹤0.01%	756
2015 Q1	$1.84M	Sell	69,395 -437,700	-86%	-$10.7M	﹤0.01%	700
2014 Q4	$10.2M	Buy	507,095 +22,921	+5%	+$420K	0.01%	517
2014 Q3	$8.16M	Buy	484,174 +3,370	+0.7%	+$58.5K	0.01%	540
2014 Q2	$8.05M	Buy	480,804 +691	+0.1%	+$10.9K	0.01%	541
2014 Q1	$7.29M	Buy	480,113 +14,811	+3%	+$225K	0.01%	536
2013 Q4	$7.48M	Sell	465,302 -221,970	-32%	-$3.35M	0.01%	519
2013 Q3	$8.38M	Buy	687,272 +65,202	+10%	+$779K	0.01%	506
2013 Q2	$7.05M	Buy	+622,070	New	+$7.54M	0.01%	527

Other funds holding HZO

CIP

Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ClearBridge Investments's HZO Position: Q1 2016 in Review

ClearBridge Investments sold out of MarineMax (HZO) in Q1 2016, closing a stake of 26,076 shares — an estimated $480K sold.

ClearBridge Investments first reported a position in HZO in Q2 2013 and held it in 11 quarters. The position peaked at $10.2M in Q4 2014. 131 funds tracked by Wall St. Rank hold HZO as of Q1 2016.

ClearBridge Investments reported no remaining MarineMax position as of Q1 2016 after selling out during the quarter.
ClearBridge Investments sold 26,076 MarineMax shares in Q1 2016, an estimated $480K.
ClearBridge Investments first reported a position in MarineMax in Q2 2013 and held it in 11 quarters.
ClearBridge Investments's MarineMax position peaked at $10.2M in Q4 2014.
131 funds tracked by Wall St. Rank held MarineMax as of Q1 2016.

Based on ClearBridge Investments's 13F filing for Q1 2016, filed 16 May 2016.