Concourse Financial Group Securities’s MarineMax HZO Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-141	Closed	-$6.63K	–	2291
2021 Q4	$8K	Hold	141	–	–	﹤0.01%	1920
2021 Q3	$7K	Sell	141 -686	-83%	-$34.2K	﹤0.01%	1985
2021 Q2	$40K	Buy	827 +31	+4%	+$1.62K	﹤0.01%	1399
2021 Q1	$39K	Buy	796 +618	+347%	+$29.1K	﹤0.01%	1317
2020 Q4	$6K	Hold	178	–	–	﹤0.01%	1856
2020 Q3	$5K	Buy	+178	New	+$4.89K	﹤0.01%	1785

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

EAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Concourse Financial Group Securities's HZO Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of MarineMax (HZO) in Q1 2022, closing a stake of 141 shares — an estimated $6.63K sold.

Concourse Financial Group Securities first reported a position in HZO in Q3 2020 and held it in 6 quarters. The position peaked at $40K in Q2 2021. 227 funds tracked by Wall St. Rank hold HZO as of Q1 2022.

Concourse Financial Group Securities reported no remaining MarineMax position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 141 MarineMax shares in Q1 2022, an estimated $6.63K.
Concourse Financial Group Securities first reported a position in MarineMax in Q3 2020 and held it in 6 quarters.
Concourse Financial Group Securities's MarineMax position peaked at $40K in Q2 2021.
227 funds tracked by Wall St. Rank held MarineMax as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.