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Diversified Trust’s MarineMax HZO Stock Holding History

Diversified Trust’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
2021
Q4 		– Sell
-4,957
Closed -$241K – 868
2021
Q3 		$241K Sell
4,957
-1,593
-24% -$79.5K 0.01% 663
2021
Q2 		$319K Hold
6,550
– – 0.01% 530
2021
Q1 		$323K Sell
6,550
-1,353
-17% -$63.8K 0.01% 513
2020
Q4 		$277K Sell
7,903
-388
-5% -$12.2K 0.01% 535
2020
Q3 		$213K Buy
+8,291
New +$228K 0.01% 560

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Diversified Trust's HZO Position: Q4 2021 in Review

Diversified Trust sold out of MarineMax (HZO) in Q4 2021, closing a stake of 4,957 shares — an estimated $241K sold.

Diversified Trust first reported a position in HZO in Q3 2020 and held it in 5 quarters. The position peaked at $323K in Q1 2021. 234 funds tracked by Wall St. Rank hold HZO as of Q4 2021.

  • Diversified Trust reported no remaining MarineMax position as of Q4 2021 after selling out during the quarter.
  • Diversified Trust sold 4,957 MarineMax shares in Q4 2021, an estimated $241K.
  • Diversified Trust first reported a position in MarineMax in Q3 2020 and held it in 5 quarters.
  • Diversified Trust's MarineMax position peaked at $323K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held MarineMax as of Q4 2021.

Based on Diversified Trust's 13F filing for Q4 2021, filed 13 Jan 2022.