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Harel Insurance Investments & Financial Services’s MarineMax HZO Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q1 		– Sell
-200
Closed -$6K – 512
2024
Q4 		$6K Hold
200
– – ﹤0.01% 448
2024
Q3 		$7K Hold
200
– – ﹤0.01% 464
2024
Q2 		$6K Buy
+200
New +$5.86K ﹤0.01% 502

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HZO Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of MarineMax (HZO) in Q1 2025, closing a stake of 200 shares — an estimated $6K sold.

Harel Insurance Investments & Financial Services first reported a position in HZO in Q2 2024 and held it in 3 quarters. The position peaked at $7K in Q3 2024. 152 funds tracked by Wall St. Rank hold HZO as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining MarineMax position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 200 MarineMax shares in Q1 2025, an estimated $6K.
  • Harel Insurance Investments & Financial Services first reported a position in MarineMax in Q2 2024 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's MarineMax position peaked at $7K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held MarineMax as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.