Inspire Investing’s MarineMax HZO Stock Holding History

Inspire Investing’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 Q3	–	Sell	-9,220	Closed	-$315K	–	846
2023 Q2	$315K	Sell	9,220 -309	-3%	-$9.1K	0.04%	495
2023 Q1	$274K	Buy	9,529 +1,999	+27%	+$62.8K	0.03%	508
2022 Q4	$235K	Buy	7,530 +583	+8%	+$18.3K	0.03%	621
2022 Q3	$207K	Buy	6,947 +1,107	+19%	+$41.4K	0.03%	492
2022 Q2	$211K	Buy	5,840 +38	+0.7%	+$1.53K	0.03%	663
2022 Q1	$234K	Buy	5,802 +1,542	+36%	+$72.5K	0.03%	687
2021 Q4	$252K	Sell	4,260 -426	-9%	-$22.8K	0.03%	369
2021 Q3	$227K	Buy	+4,686	New	+$234K	0.03%	662

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inspire Investing's HZO Position: Q3 2023 in Review

Inspire Investing sold out of MarineMax (HZO) in Q3 2023, closing a stake of 9,220 shares — an estimated $315K sold.

Inspire Investing first reported a position in HZO in Q3 2021 and held it in 8 quarters. The position peaked at $315K in Q2 2023. 163 funds tracked by Wall St. Rank hold HZO as of Q3 2023.

Inspire Investing reported no remaining MarineMax position as of Q3 2023 after selling out during the quarter.
Inspire Investing sold 9,220 MarineMax shares in Q3 2023, an estimated $315K.
Inspire Investing first reported a position in MarineMax in Q3 2021 and held it in 8 quarters.
Inspire Investing's MarineMax position peaked at $315K in Q2 2023.
163 funds tracked by Wall St. Rank held MarineMax as of Q3 2023.

Based on Inspire Investing's 13F filing for Q3 2023, filed 26 Oct 2023.