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HZO icon

Covestor’s MarineMax HZO Stock Holding History

Covestor’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
2023
Q1 		– Sell
-144
Closed -$5K – 2268
2022
Q4 		$5K Buy
144
+84
+140% +$2.64K ﹤0.01% 1571
2022
Q3 		$2K Sell
60
-44
-42% -$1.65K ﹤0.01% 1711
2022
Q2 		$4K Buy
104
+36
+53% +$1.45K ﹤0.01% 1466
2022
Q1 		$3K Sell
68
-14
-17% -$658 ﹤0.01% 1610
2021
Q4 		$5K Buy
+82
New +$4.39K 0.01% 1312

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Covestor's HZO Position: Q1 2023 in Review

Covestor sold out of MarineMax (HZO) in Q1 2023, closing a stake of 144 shares — an estimated $5K sold.

Covestor first reported a position in HZO in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2022. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

  • Covestor reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
  • Covestor sold 144 MarineMax shares in Q1 2023, an estimated $5K.
  • Covestor first reported a position in MarineMax in Q4 2021 and held it in 5 quarters.
  • Covestor's MarineMax position peaked at $5K in Q4 2022.
  • 168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.