JGC
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J. Goldman & Co’s MarineMax HZO Stock Holding History

J. Goldman & Co’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
Q4 		– Sell
-260,256
Closed -$8.54M – 399
2023
Q3 		$8.54M Buy
260,256
+185,515
+248% +$6.45M 0.3% 97
2023
Q2 		$2.55M Sell
74,741
-213,441
-74% -$6.28M 0.09% 193
2023
Q1 		$8.29M Buy
+288,182
New +$9.06M 0.34% 94
2022
Q2 		– Sell
-42,348
Closed -$1.71M – 407
2022
Q1 		$1.71M Sell
42,348
-85,117
-67% -$4M 0.08% 211
2021
Q4 		$7.53M Sell
127,465
-58,878
-32% -$3.15M 0.41% 68
2021
Q3 		$9.04M Buy
+186,343
New +$9.3M 0.45% 59

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.07B AUM 90.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J. Goldman & Co's HZO Position: Q4 2023 in Review

J. Goldman & Co sold out of MarineMax (HZO) in Q4 2023, closing a stake of 260,256 shares — an estimated $8.54M sold.

J. Goldman & Co first reported a position in HZO in Q3 2021 and held it in 6 quarters. The position peaked at $9.04M in Q3 2021. 167 funds tracked by Wall St. Rank hold HZO as of Q4 2023.

  • J. Goldman & Co reported no remaining MarineMax position as of Q4 2023 after selling out during the quarter.
  • J. Goldman & Co sold 260,256 MarineMax shares in Q4 2023, an estimated $8.54M.
  • J. Goldman & Co first reported a position in MarineMax in Q3 2021 and held it in 6 quarters.
  • J. Goldman & Co's MarineMax position peaked at $9.04M in Q3 2021.
  • 167 funds tracked by Wall St. Rank held MarineMax as of Q4 2023.

Based on J. Goldman & Co's 13F filing for Q4 2023, filed 14 Feb 2024.