Kennedy Capital Management’s MarineMax HZO Stock Holding History

Kennedy 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
2020 Q1	–	Sell	-142,930	Closed	-$2.39M	–	694
2019 Q4	$2.39M	Buy	142,930 +79,835	+127%	+$1.3M	0.06%	512
2019 Q3	$977K	Sell	63,095 -9,963	-14%	-$152K	0.02%	593
2019 Q2	$1.2M	Sell	73,058 -6,404	-8%	-$111K	0.03%	588
2019 Q1	$1.52M	Buy	79,462 +40,836	+106%	+$777K	0.04%	573
2018 Q4	$707K	Hold	38,626	–	–	0.02%	636
2018 Q3	$821K	Hold	38,626	–	–	0.02%	659
2018 Q2	$732K	Buy	+38,626	New	+$835K	0.01%	683
2017 Q4	–	Sell	-320,652	Closed	-$5.31M	–	754
2017 Q3	$5.31M	Sell	320,652 -10,348	-3%	-$169K	0.1%	396
2017 Q2	$6.47M	Buy	331,000 +296,343	+855%	+$5.8M	0.12%	290
2017 Q1	$750K	Hold	34,657	–	–	0.01%	681
2016 Q4	$671K	Sell	34,657 -45,672	-57%	-$883K	0.01%	677
2016 Q3	$1.68M	Buy	+80,329	New	+$1.58M	0.03%	601

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kennedy Capital Management's HZO Position: Q1 2020 in Review

Kennedy Capital Management sold out of MarineMax (HZO) in Q1 2020, closing a stake of 142,930 shares — an estimated $2.39M sold.

Kennedy Capital Management first reported a position in HZO in Q3 2016 and held it in 12 quarters. The position peaked at $6.47M in Q2 2017. 133 funds tracked by Wall St. Rank hold HZO as of Q1 2020.

Kennedy Capital Management reported no remaining MarineMax position as of Q1 2020 after selling out during the quarter.
Kennedy Capital Management sold 142,930 MarineMax shares in Q1 2020, an estimated $2.39M.
Kennedy Capital Management first reported a position in MarineMax in Q3 2016 and held it in 12 quarters.
Kennedy Capital Management's MarineMax position peaked at $6.47M in Q2 2017.
133 funds tracked by Wall St. Rank held MarineMax as of Q1 2020.

Based on Kennedy Capital Management's 13F filing for Q1 2020, filed 15 May 2020.