Ensign Peak Advisors

Ensign Peak Advisors’s MarineMax HZO Stock Holding History

Ensign Peak Advisors’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 Q2	–	Sell	-9,809	Closed	-$326K	–	1723
2024 Q1	$326K	Buy	9,809 +146	+2%	+$4.68K	﹤0.01%	1682
2023 Q4	$376K	Buy	9,663 +236	+3%	+$7.47K	﹤0.01%	1692
2023 Q3	$309K	Sell	9,427 -573	-6%	-$19.9K	﹤0.01%	1685
2023 Q2	$342K	Hold	10,000	–	–	﹤0.01%	1699
2023 Q1	$288K	Buy	+10,000	New	+$314K	﹤0.01%	1719
2022 Q4	–	Sell	-8,607	Closed	-$256K	–	1976
2022 Q3	$256K	Hold	8,607	–	–	﹤0.01%	1774
2022 Q2	$311K	Hold	8,607	–	–	﹤0.01%	1667
2022 Q1	$347K	Hold	8,607	–	–	﹤0.01%	1703
2021 Q4	$508K	Sell	8,607 -22,990	-73%	-$1.23M	﹤0.01%	1623
2021 Q3	$1.53M	Hold	31,597	–	–	﹤0.01%	1256
2021 Q2	$1.54M	Hold	31,597	–	–	﹤0.01%	1254
2021 Q1	$1.56M	Hold	31,597	–	–	﹤0.01%	1227
2020 Q4	$1.11M	Sell	31,597 -3,400	-10%	-$106K	﹤0.01%	1363
2020 Q3	$898K	Hold	34,997	–	–	﹤0.01%	1352
2020 Q2	$784K	Hold	34,997	–	–	﹤0.01%	1358
2020 Q1	$365K	Hold	34,997	–	–	﹤0.01%	1455
2019 Q4	$584K	Buy	+34,997	New	+$571K	﹤0.01%	1490

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

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 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