HCS
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Harvest Capital Strategies’s MarineMax HZO Stock Holding History

Harvest Capital Strategies’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
2018
Q3 		– Sell
-640,925
Closed -$12.1M – 56
2018
Q2 		$12.1M Buy
640,925
+360,574
+129% +$7.8M 1.72% 16
2018
Q1 		$5.45M Buy
+280,351
New +$5.78M 0.85% 29

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harvest Capital Strategies's HZO Position: Q3 2018 in Review

Harvest Capital Strategies sold out of MarineMax (HZO) in Q3 2018, closing a stake of 640,925 shares — an estimated $12.1M sold.

Harvest Capital Strategies first reported a position in HZO in Q1 2018 and held it in 2 quarters. The position peaked at $12.1M in Q2 2018. 146 funds tracked by Wall St. Rank hold HZO as of Q3 2018.

  • Harvest Capital Strategies reported no remaining MarineMax position as of Q3 2018 after selling out during the quarter.
  • Harvest Capital Strategies sold 640,925 MarineMax shares in Q3 2018, an estimated $12.1M.
  • Harvest Capital Strategies first reported a position in MarineMax in Q1 2018 and held it in 2 quarters.
  • Harvest Capital Strategies's MarineMax position peaked at $12.1M in Q2 2018.
  • 146 funds tracked by Wall St. Rank held MarineMax as of Q3 2018.

Based on Harvest Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.