JG
HZO icon

Jefferies Group’s MarineMax HZO Stock Holding History

Jefferies Group’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
2019
Q4 		– Sell
-15,900
Closed -$246K – 2739
2019
Q3 		$246K Buy
+15,900
New +$243K ﹤0.01% 2266
2013
Q3 		– Sell
-40,000
Closed -$453K – 2041
2013
Q2 		$453K Buy
+40,000
New +$485K ﹤0.01% 1108

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Jefferies Group's HZO Position: Q4 2019 in Review

Jefferies Group sold out of MarineMax (HZO) in Q4 2019, closing a stake of 6,000 shares — an estimated $93K sold.

Jefferies Group first reported a position in HZO in Q2 2013 and held it in 3 quarters. The position peaked at $203K in Q1 2015. 132 funds tracked by Wall St. Rank hold HZO as of Q4 2019.

  • Jefferies Group reported no remaining MarineMax position as of Q4 2019 after selling out during the quarter.
  • Jefferies Group sold 6,000 MarineMax shares in Q4 2019, an estimated $93K.
  • Jefferies Group first reported a position in MarineMax in Q2 2013 and held it in 3 quarters.
  • Jefferies Group's MarineMax position peaked at $203K in Q1 2015.
  • 132 funds tracked by Wall St. Rank held MarineMax as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.