Ellevest Inc’s MarineMax HZO Stock Holding History

Ellevest Inc’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	-104	Closed	-$3.25K	–	1981
2022 Q4	$3.25K	Sell	104 -33	-24%	-$1.04K	﹤0.01%	1294
2022 Q3	$4K	Buy	+137	New	+$5.13K	﹤0.01%	1221

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Ellevest Inc's HZO Position: Q1 2023 in Review

Ellevest Inc sold out of MarineMax (HZO) in Q1 2023, closing a stake of 104 shares — an estimated $3.25K sold.

Ellevest Inc first reported a position in HZO in Q3 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

Ellevest Inc reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 104 MarineMax shares in Q1 2023, an estimated $3.25K.
Ellevest Inc first reported a position in MarineMax in Q3 2022 and held it in 2 quarters.
Ellevest Inc's MarineMax position peaked at $4K in Q3 2022.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.