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Cresset Asset Management’s MarineMax HZO Stock Holding History

Cresset Asset Management’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
2024
Q4 		– Sell
-6,251
Closed -$220K – 1971
2024
Q3 		$220K Buy
+6,251
New +$204K ﹤0.01% 1947
2024
Q2 		– Sell
-6,235
Closed -$207K – 2136
2024
Q1 		$207K Buy
6,235
+24
+0.4% +$769 ﹤0.01% 1760
2023
Q4 		$242K Buy
+6,211
New +$197K ﹤0.01% 1598
2023
Q3 		– Sell
-6,687
Closed -$228K – 1883
2023
Q2 		$228K Buy
+6,687
New +$197K ﹤0.01% 1671
2022
Q2 		– Sell
-8,347
Closed -$336K – 1013
2022
Q1 		$336K Sell
8,347
-5,678
-40% -$267K ﹤0.01% 733
2021
Q4 		$828K Buy
14,025
+7,727
+123% +$414K 0.01% 514
2021
Q3 		$305K Buy
6,298
+303
+5% +$15.1K ﹤0.01% 841
2021
Q2 		$292K Buy
5,995
+1,000
+20% +$52.2K ﹤0.01% 781
2021
Q1 		$246K Buy
+4,995
New +$236K ﹤0.01% 772
2019
Q2 		– Sell
-4,982
Closed -$95K – 1012
2019
Q1 		$95K Buy
4,982
+4,912
+7,017% +$93.5K ﹤0.01% 565
2018
Q4 		$1K Buy
+70
New +$1.46K ﹤0.01% 1510

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Cresset Asset Management's HZO Position: Q4 2024 in Review

Cresset Asset Management sold out of MarineMax (HZO) in Q4 2024, closing a stake of 6,251 shares — an estimated $220K sold.

Cresset Asset Management first reported a position in HZO in Q4 2018 and held it in 11 quarters. The position peaked at $828K in Q4 2021. 155 funds tracked by Wall St. Rank hold HZO as of Q4 2024.

  • Cresset Asset Management reported no remaining MarineMax position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 6,251 MarineMax shares in Q4 2024, an estimated $220K.
  • Cresset Asset Management first reported a position in MarineMax in Q4 2018 and held it in 11 quarters.
  • Cresset Asset Management's MarineMax position peaked at $828K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held MarineMax as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.