HI
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Harbour Investments’s MarineMax HZO Stock Holding History

Harbour Investments’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
2024
Q1 		– Sell
-15
Closed -$584 – 3269
2023
Q4 		$584 Hold
15
– – ﹤0.01% 2902
2023
Q3 		$492 Hold
15
– – ﹤0.01% 2809
2023
Q2 		$512 Hold
15
– – ﹤0.01% 2814
2023
Q1 		$431 Hold
15
– – ﹤0.01% 2824
2022
Q4 		$468 Hold
15
– – ﹤0.01% 2801
2022
Q3 		$1K Hold
15
– – ﹤0.01% 2589
2022
Q2 		$1K Buy
+15
New +$603 ﹤0.01% 2589
2021
Q4 		$6K Buy
95
+80
+533% +$4.28K ﹤0.01% 2111
2021
Q3 		$1K Hold
15
– – ﹤0.01% 3523
2021
Q2 		$1K Buy
+15
New +$782 ﹤0.01% 3572

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
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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

Harbour Investments's HZO Position: Q1 2024 in Review

Harbour Investments sold out of MarineMax (HZO) in Q1 2024, closing a stake of 15 shares — an estimated $584 sold.

Harbour Investments first reported a position in HZO in Q2 2021 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 162 funds tracked by Wall St. Rank hold HZO as of Q1 2024.

  • Harbour Investments reported no remaining MarineMax position as of Q1 2024 after selling out during the quarter.
  • Harbour Investments sold 15 MarineMax shares in Q1 2024, an estimated $584.
  • Harbour Investments first reported a position in MarineMax in Q2 2021 and held it in 10 quarters.
  • Harbour Investments's MarineMax position peaked at $6K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held MarineMax as of Q1 2024.

Based on Harbour Investments's 13F filing for Q1 2024, filed 22 Jul 2024.