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 New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

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

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

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

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Geode Capital Management

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return