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 Q2	–	Sell	-4,400	Closed	-$127K	–	432
2023 Q1	$127K	Buy	+4,400	New	+$138K	0.01%	326
2021 Q4	–	Sell	-8,400	Closed	-$408K	–	387
2021 Q3	$408K	Buy	+8,400	New	+$419K	0.02%	290

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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.