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Everence Capital Management’s MarineMax HZO Stock Holding History

Everence Capital 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
Q4 		– Sell
-10,070
Closed -$300K – 777
2022
Q3 		$300K Hold
10,070
– – 0.03% 513
2022
Q2 		$364K Hold
10,070
– – 0.03% 452
2022
Q1 		$405K Buy
10,070
+6,290
+166% +$296K 0.03% 476
2021
Q4 		$223K Buy
+3,780
New +$202K 0.02% 699

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Everence Capital Management's HZO Position: Q4 2022 in Review

Everence Capital Management sold out of MarineMax (HZO) in Q4 2022, closing a stake of 10,070 shares — an estimated $300K sold.

Everence Capital Management first reported a position in HZO in Q4 2021 and held it in 4 quarters. The position peaked at $405K in Q1 2022. 203 funds tracked by Wall St. Rank hold HZO as of Q4 2022.

  • Everence Capital Management reported no remaining MarineMax position as of Q4 2022 after selling out during the quarter.
  • Everence Capital Management sold 10,070 MarineMax shares in Q4 2022, an estimated $300K.
  • Everence Capital Management first reported a position in MarineMax in Q4 2021 and held it in 4 quarters.
  • Everence Capital Management's MarineMax position peaked at $405K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held MarineMax as of Q4 2022.

Based on Everence Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.