Envestnet Asset Management
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Envestnet Asset Management’s MarineMax HZO Stock Holding History

Envestnet 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
2022
Q3 		– Sell
-5,687
Closed -$205K – 3962
2022
Q2 		$205K Sell
5,687
-129
-2% -$5.18K ﹤0.01% 3587
2022
Q1 		$234K Buy
5,816
+662
+13% +$31.1K ﹤0.01% 3597
2021
Q4 		$304K Buy
+5,154
New +$276K ﹤0.01% 3405
2018
Q3 		– Sell
-2,419
Closed -$46K – 1877
2018
Q2 		$46K Sell
2,419
-156
-6% -$3.37K ﹤0.01% 2232
2018
Q1 		$51K Buy
2,575
+170
+7% +$3.5K ﹤0.01% 2147
2017
Q4 		$45K Buy
2,405
+146
+6% +$2.81K ﹤0.01% 2351
2017
Q3 		$37K Buy
2,259
+139
+7% +$2.27K ﹤0.01% 2361
2017
Q2 		$41K Sell
2,120
-40
-2% -$783 ﹤0.01% 2425
2017
Q1 		$47K Sell
2,160
-7
-0.3% -$147 ﹤0.01% 2436
2016
Q4 		$42K Buy
2,167
+591
+38% +$11.4K ﹤0.01% 2500
2016
Q3 		$33K Sell
1,576
-213
-12% -$4.18K ﹤0.01% 2718
2016
Q2 		$30K Sell
1,789
-5,941
-77% -$104K ﹤0.01% 2884
2016
Q1 		$151K Sell
7,730
-1,644
-18% -$28.2K ﹤0.01% 2221
2015
Q4 		$173K Buy
9,374
+604
+7% +$10K ﹤0.01% 2103
2015
Q3 		$124K Buy
+8,770
New +$154K ﹤0.01% 2245
2015
Q2 		– Sell
-9,162
Closed -$243K – 2234
2015
Q1 		$243K Sell
9,162
-512
-5% -$12.5K ﹤0.01% 1872
2014
Q4 		$194K Sell
9,674
-68
-0.7% -$1.25K ﹤0.01% 1015
2014
Q3 		$164K Buy
9,742
+9,499
+3,909% +$165K ﹤0.01% 1153
2014
Q2 		$4K Sell
243
-184
-43% -$2.9K ﹤0.01% 2358
2014
Q1 		$6K Hold
427
– – ﹤0.01% 2048
2013
Q4 		$7K Sell
427
-44
-9% -$664 ﹤0.01% 1879
2013
Q3 		$6K Sell
471
-207
-31% -$2.47K ﹤0.01% 1864
2013
Q2 		$8K Buy
+678
New +$8.22K ﹤0.01% 1742

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Envestnet Asset Management's HZO Position: Q3 2022 in Review

Envestnet Asset Management sold out of MarineMax (HZO) in Q3 2022, closing a stake of 5,687 shares — an estimated $205K sold.

Envestnet Asset Management first reported a position in HZO in Q2 2013 and held it in 23 quarters. The position peaked at $304K in Q4 2021. 198 funds tracked by Wall St. Rank hold HZO as of Q3 2022.

  • Envestnet Asset Management reported no remaining MarineMax position as of Q3 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 5,687 MarineMax shares in Q3 2022, an estimated $205K.
  • Envestnet Asset Management first reported a position in MarineMax in Q2 2013 and held it in 23 quarters.
  • Envestnet Asset Management's MarineMax position peaked at $304K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held MarineMax as of Q3 2022.

Based on Envestnet Asset Management's 13F filing for Q3 2022, filed 10 Nov 2022.