HSBC Holdings’s MarineMax HZO Stock Holding History

HSBC Holdings’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	-8,281	Closed	-$257K	–	2834
2022 Q4	$257K	Buy	8,281 +693	+9%	+$21.8K	﹤0.01%	2642
2022 Q3	$228K	Buy	7,588 +929	+14%	+$34.8K	﹤0.01%	2563
2022 Q2	$243K	Buy	+6,659	New	+$268K	﹤0.01%	2766
2020 Q4	–	Sell	-34,487	Closed	-$891K	–	3084
2020 Q3	$891K	Buy	34,487 +12,985	+60%	+$357K	﹤0.01%	1597
2020 Q2	$481K	Sell	21,502 -2,763	-11%	-$45.4K	﹤0.01%	1859
2020 Q1	$248K	Buy	+24,265	New	+$395K	﹤0.01%	2167
2019 Q1	–	Sell	-60,520	Closed	-$1.11M	–	2797
2018 Q4	$1.11M	Buy	+60,520	New	+$1.26M	﹤0.01%	1740
2018 Q3	–	Sell	-17,700	Closed	-$334K	–	2577
2018 Q2	$334K	Buy	17,700 +5,346	+43%	+$116K	﹤0.01%	2230
2018 Q1	$241K	Buy	+12,354	New	+$255K	﹤0.01%	2308

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 $3.38T AUM 44.17% 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

HSBC Holdings's HZO Position: Q1 2023 in Review

HSBC Holdings sold out of MarineMax (HZO) in Q1 2023, closing a stake of 8,281 shares — an estimated $257K sold.

HSBC Holdings first reported a position in HZO in Q1 2018 and held it in 9 quarters. The position peaked at $1.11M in Q4 2018. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

HSBC Holdings reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
HSBC Holdings sold 8,281 MarineMax shares in Q1 2023, an estimated $257K.
HSBC Holdings first reported a position in MarineMax in Q1 2018 and held it in 9 quarters.
HSBC Holdings's MarineMax position peaked at $1.11M in Q4 2018.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on HSBC Holdings's 13F filing for Q1 2023, filed 15 May 2023.