Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s MarineMax HZO Stock Holding History

Jacobs Levy Equity 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
-14,188
Closed -$423K – 978
2022
Q3 		$423K Sell
14,188
-478,989
-97% -$17.9M ﹤0.01% 845
2022
Q2 		$17.8M Buy
493,177
+55,021
+13% +$2.21M 0.14% 183
2022
Q1 		$17.6M Sell
438,156
-8,687
-2% -$408K 0.12% 201
2021
Q4 		$26.4M Buy
446,843
+173,641
+64% +$9.29M 0.18% 134
2021
Q3 		$13.3M Buy
273,202
+250,639
+1,111% +$12.5M 0.09% 253
2021
Q2 		$1.1M Buy
+22,563
New +$1.18M 0.01% 724
2021
Q1 		– Sell
-163,803
Closed -$5.74M – 1064
2020
Q4 		$5.74M Buy
163,803
+135,045
+470% +$4.23M 0.05% 372
2020
Q3 		$738K Buy
+28,758
New +$791K 0.01% 715
2020
Q1 		– Sell
-116,214
Closed -$1.94M – 1040
2019
Q4 		$1.94M Buy
+116,214
New +$1.89M 0.02% 550
2017
Q2 		– Sell
-71,706
Closed -$1.55M – 968
2017
Q1 		$1.55M Buy
71,706
+6
+0% +$126 0.03% 467
2016
Q4 		$1.39M Sell
71,700
-26,600
-27% -$514K 0.03% 492
2016
Q3 		$2.06M Buy
+98,300
New +$1.93M 0.04% 411

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jacobs Levy Equity Management's HZO Position: Q4 2022 in Review

Jacobs Levy Equity Management sold out of MarineMax (HZO) in Q4 2022, closing a stake of 14,188 shares — an estimated $423K sold.

Jacobs Levy Equity Management first reported a position in HZO in Q3 2016 and held it in 12 quarters. The position peaked at $26.4M in Q4 2021. 203 funds tracked by Wall St. Rank hold HZO as of Q4 2022.

  • Jacobs Levy Equity Management reported no remaining MarineMax position as of Q4 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,188 MarineMax shares in Q4 2022, an estimated $423K.
  • Jacobs Levy Equity Management first reported a position in MarineMax in Q3 2016 and held it in 12 quarters.
  • Jacobs Levy Equity Management's MarineMax position peaked at $26.4M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held MarineMax as of Q4 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2022, filed 14 Feb 2023.