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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 – 388
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 – 859
2018
Q4 		$5K Buy
+280
New +$5.84K ﹤0.01% 748

Other funds holding HZO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return