Janney Montgomery Scott
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Janney Montgomery Scott’s MarineMax HZO Stock Holding History

Janney Montgomery Scott’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
-17,607
Closed -$578K – 2693
2023
Q3 		$578K Buy
17,607
+4,022
+30% +$140K ﹤0.01% 1670
2023
Q2 		$464K Buy
13,585
+103
+0.8% +$3.03K ﹤0.01% 1920
2023
Q1 		$388K Buy
13,482
+3,541
+36% +$111K ﹤0.01% 1889
2022
Q4 		$310K Buy
9,941
+1,622
+19% +$51K ﹤0.01% 2101
2022
Q3 		$248K Sell
8,319
-682
-8% -$25.5K ﹤0.01% 2143
2022
Q2 		$337K Sell
9,001
-1,990
-18% -$79.9K ﹤0.01% 1845
2022
Q1 		$442K Buy
10,991
+2,360
+27% +$111K ﹤0.01% 1697
2021
Q4 		$510K Buy
8,631
+459
+6% +$24.6K ﹤0.01% 1711
2021
Q3 		$397K Sell
8,172
-1,100
-12% -$54.9K ﹤0.01% 1802
2021
Q2 		$452K Sell
9,272
-81
-0.9% -$4.22K ﹤0.01% 1695
2021
Q1 		$462K Sell
9,353
-4,604
-33% -$217K ﹤0.01% 1595
2020
Q4 		$489K Sell
13,957
-1,492
-10% -$46.7K ﹤0.01% 1584
2020
Q3 		$397K Sell
15,449
-324
-2% -$8.91K ﹤0.01% 1546
2020
Q2 		$353K Sell
15,773
-29,785
-65% -$490K ﹤0.01% 1537
2020
Q1 		$475K Buy
+45,558
New +$742K ﹤0.01% 1245
2019
Q3 		– Sell
-34,626
Closed -$569K – 2092
2019
Q2 		$569K Sell
34,626
-55
-0.2% -$950 ﹤0.01% 1360
2019
Q1 		$664K Buy
34,681
+8,122
+31% +$155K 0.01% 1228
2018
Q4 		$486K Buy
+26,559
New +$554K ﹤0.01% 1306
2018
Q3 		– Sell
-33,984
Closed -$644K – 2094
2018
Q2 		$644K Buy
33,984
+3,722
+12% +$80.5K 0.01% 1249
2018
Q1 		$589K Buy
30,262
+4,428
+17% +$91.3K 0.01% 1236
2017
Q4 		$488K Buy
+25,834
New +$497K 0.01% 1313

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 40.89% 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

Janney Montgomery Scott's HZO Position: Q4 2023 in Review

Janney Montgomery Scott sold out of MarineMax (HZO) in Q4 2023, closing a stake of 17,607 shares — an estimated $578K sold.

Janney Montgomery Scott first reported a position in HZO in Q4 2017 and held it in 21 quarters. The position peaked at $664K in Q1 2019. 167 funds tracked by Wall St. Rank hold HZO as of Q4 2023.

  • Janney Montgomery Scott reported no remaining MarineMax position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,607 MarineMax shares in Q4 2023, an estimated $578K.
  • Janney Montgomery Scott first reported a position in MarineMax in Q4 2017 and held it in 21 quarters.
  • Janney Montgomery Scott's MarineMax position peaked at $664K in Q1 2019.
  • 167 funds tracked by Wall St. Rank held MarineMax as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.