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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

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
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 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
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Kendall Capital Management's HZO Position: Q1 2024 in Review

Kendall Capital Management sold out of MarineMax (HZO) in Q1 2024, closing a stake of 15,200 shares — an estimated $591K sold.

Kendall Capital Management first reported a position in HZO in Q2 2021 and held it in 11 quarters. The position peaked at $1.23M in Q4 2021. 162 funds tracked by Wall St. Rank hold HZO as of Q1 2024.

  • Kendall Capital Management reported no remaining MarineMax position as of Q1 2024 after selling out during the quarter.
  • Kendall Capital Management sold 15,200 MarineMax shares in Q1 2024, an estimated $591K.
  • Kendall Capital Management first reported a position in MarineMax in Q2 2021 and held it in 11 quarters.
  • Kendall Capital Management's MarineMax position peaked at $1.23M in Q4 2021.
  • 162 funds tracked by Wall St. Rank held MarineMax as of Q1 2024.

Based on Kendall Capital Management's 13F filing for Q1 2024, filed 10 May 2024.