James Investment Research’s MarineMax HZO Stock Holding History

James Investment Research’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
2024 Q4	–	Sell	-5,750	Closed	-$203K	–	334
2024 Q3	$203K	Buy	+5,750	New	+$188K	0.02%	302
2024 Q1	–	Sell	-5,750	Closed	-$224K	–	328
2023 Q4	$224K	Buy	+5,750	New	+$182K	0.03%	278
2023 Q2	–	Sell	-5,750	Closed	-$165K	–	387
2023 Q1	$165K	Hold	5,750	–	–	0.02%	275
2022 Q4	$180K	Sell	5,750 -1,201	-17%	-$37.7K	0.03%	265
2022 Q3	$207K	Hold	6,951	–	–	0.03%	256
2022 Q2	$251K	Sell	6,951 -36,217	-84%	-$1.46M	0.03%	231
2022 Q1	$1.74M	Buy	43,168 +15,493	+56%	+$728K	0.18%	123
2021 Q4	$1.63M	Buy	+27,675	New	+$1.48M	0.15%	134
2019 Q1	–	Sell	-280	Closed	-$5K	–	858
2018 Q4	$5K	Buy	+280	New	+$5.84K	﹤0.01%	748

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

James Investment Research's HZO Position: Q4 2024 in Review

James Investment Research sold out of MarineMax (HZO) in Q4 2024, closing a stake of 5,750 shares — an estimated $203K sold.

James Investment Research first reported a position in HZO in Q4 2018 and held it in 9 quarters. The position peaked at $1.74M in Q1 2022. 155 funds tracked by Wall St. Rank hold HZO as of Q4 2024.

James Investment Research reported no remaining MarineMax position as of Q4 2024 after selling out during the quarter.
James Investment Research sold 5,750 MarineMax shares in Q4 2024, an estimated $203K.
James Investment Research first reported a position in MarineMax in Q4 2018 and held it in 9 quarters.
James Investment Research's MarineMax position peaked at $1.74M in Q1 2022.
155 funds tracked by Wall St. Rank held MarineMax as of Q4 2024.

Based on James Investment Research's 13F filing for Q4 2024, filed 30 Jan 2025.