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 $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 $3.37T AUM 44.26% 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

Gotham Asset Management's HZO Position: Q1 2023 in Review

Gotham Asset Management sold out of MarineMax (HZO) in Q1 2023, closing a stake of 18,976 shares — an estimated $592K sold.

Gotham Asset Management first reported a position in HZO in Q3 2015 and held it in 14 quarters. The position peaked at $1.49M in Q4 2021. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

Gotham Asset Management reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
Gotham Asset Management sold 18,976 MarineMax shares in Q1 2023, an estimated $592K.
Gotham Asset Management first reported a position in MarineMax in Q3 2015 and held it in 14 quarters.
Gotham Asset Management's MarineMax position peaked at $1.49M in Q4 2021.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Gotham Asset Management's 13F filing for Q1 2023, filed 15 May 2023.