KCM
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Kendall Capital Management’s MarineMax HZO Stock Holding History

Kendall Capital 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
2024
Q1 		– Sell
-15,200
Closed -$591K – 212
2023
Q4 		$591K Sell
15,200
-5,090
-25% -$161K 0.23% 123
2023
Q3 		$666K Sell
20,290
-995
-5% -$34.6K 0.3% 105
2023
Q2 		$727K Sell
21,285
-635
-3% -$18.7K 0.32% 97
2023
Q1 		$630K Sell
21,920
-995
-4% -$31.3K 0.3% 105
2022
Q4 		$715K Sell
22,915
-50
-0.2% -$1.57K 0.36% 95
2022
Q3 		$684K Sell
22,965
-1,270
-5% -$47.6K 0.4% 81
2022
Q2 		$875K Buy
24,235
+455
+2% +$18.3K 0.48% 66
2022
Q1 		$957K Buy
23,780
+2,900
+14% +$136K 0.46% 68
2021
Q4 		$1.23M Buy
20,880
+3,010
+17% +$161K 0.59% 57
2021
Q3 		$867K Buy
17,870
+11,650
+187% +$581K 0.47% 72
2021
Q2 		$303K Buy
+6,220
New +$324K 0.17% 126

Other funds holding HZO

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Dimensional Fund Advisors
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LCS
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return