Gotham Asset Management’s MarineMax HZO Stock Holding History

Gotham 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
2023 Q1	–	Sell	-18,976	Closed	-$592K	–	1352
2022 Q4	$592K	Sell	18,976 -3,742	-16%	-$118K	0.02%	839
2022 Q3	$677K	Sell	22,718 -18,585	-45%	-$696K	0.02%	772
2022 Q2	$1.49M	Buy	41,303 +17,918	+77%	+$720K	0.05%	444
2022 Q1	$941K	Sell	23,385 -1,913	-8%	-$89.9K	0.03%	584
2021 Q4	$1.49M	Buy	25,298 +1,934	+8%	+$104K	0.05%	431
2021 Q3	$1.13M	Buy	23,364 +7,296	+45%	+$364K	0.05%	458
2021 Q2	$783K	Buy	+16,068	New	+$838K	0.03%	557
2020 Q4	–	Sell	-18,199	Closed	-$467K	–	1045
2020 Q3	$467K	Buy	+18,199	New	+$500K	0.02%	747
2019 Q1	–	Sell	-19,316	Closed	-$354K	–	1198
2018 Q4	$354K	Buy	19,316 +3,258	+20%	+$67.9K	0.01%	833
2018 Q3	$341K	Buy	+16,058	New	+$335K	﹤0.01%	811
2018 Q1	–	Sell	-12,503	Closed	-$236K	–	998
2017 Q4	$236K	Buy	+12,503	New	+$241K	﹤0.01%	856
2017 Q1	–	Sell	-30,799	Closed	-$596K	–	1036
2016 Q4	$596K	Sell	30,799 -8,872	-22%	-$171K	0.01%	699
2016 Q3	$831K	Buy	+39,671	New	+$779K	0.01%	632
2015 Q4	–	Sell	-27,150	Closed	-$384K	–	916
2015 Q3	$384K	Buy	+27,150	New	+$478K	﹤0.01%	769

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return