Ergoteles’s MarineMax HZO Stock Holding History

Ergoteles’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	-10,574	Closed	-$330K	–	1473
2022 Q4	$330K	Buy	+10,574	New	+$332K	0.01%	875
2022 Q3	–	Sell	-19,551	Closed	-$706K	–	1723
2022 Q2	$706K	Buy	+19,551	New	+$785K	0.02%	688

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 $3.38T AUM 44.17% 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

Ergoteles's HZO Position: Q1 2023 in Review

Ergoteles sold out of MarineMax (HZO) in Q1 2023, closing a stake of 10,574 shares — an estimated $330K sold.

Ergoteles first reported a position in HZO in Q2 2022 and held it in 2 quarters. The position peaked at $706K in Q2 2022. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

Ergoteles reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 10,574 MarineMax shares in Q1 2023, an estimated $330K.
Ergoteles first reported a position in MarineMax in Q2 2022 and held it in 2 quarters.
Ergoteles's MarineMax position peaked at $706K in Q2 2022.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.