Hillsdale Investment Management’s MarineMax HZO Stock Holding History

Hillsdale Investment 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
2022 Q4	–	Sell	-109,000	Closed	-$3.25M	–	582
2022 Q3	$3.25M	Sell	109,000 -290	-0.3%	-$10.9K	0.29%	133
2022 Q2	$3.95M	Buy	109,290 +9,100	+9%	+$366K	0.32%	118
2022 Q1	$4.03M	Buy	100,190 +5,000	+5%	+$235K	0.26%	133
2021 Q4	$5.62M	Hold	95,190	–	–	0.38%	82
2021 Q3	$4.62M	Hold	95,190	–	–	0.36%	90
2021 Q2	$4.64M	Sell	95,190 -6,000	-6%	-$313K	0.37%	87
2021 Q1	$5M	Hold	101,190	–	–	0.42%	72
2020 Q4	$3.54M	Sell	101,190 -400	-0.4%	-$12.5K	0.34%	101
2020 Q3	$2.61M	Buy	+101,590	New	+$2.79M	0.26%	128

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hillsdale Investment Management's HZO Position: Q4 2022 in Review

Hillsdale Investment Management sold out of MarineMax (HZO) in Q4 2022, closing a stake of 109,000 shares — an estimated $3.25M sold.

Hillsdale Investment Management first reported a position in HZO in Q3 2020 and held it in 9 quarters. The position peaked at $5.62M in Q4 2021. 204 funds tracked by Wall St. Rank hold HZO as of Q4 2022.

Hillsdale Investment Management reported no remaining MarineMax position as of Q4 2022 after selling out during the quarter.
Hillsdale Investment Management sold 109,000 MarineMax shares in Q4 2022, an estimated $3.25M.
Hillsdale Investment Management first reported a position in MarineMax in Q3 2020 and held it in 9 quarters.
Hillsdale Investment Management's MarineMax position peaked at $5.62M in Q4 2021.
204 funds tracked by Wall St. Rank held MarineMax as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.