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Kore Private Wealth’s MarineMax HZO Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-389
Closed -$8K – 631
2020
Q2 		$8K Hold
389
– – ﹤0.01% 827
2020
Q1 		$4K Hold
389
– – ﹤0.01% 837
2019
Q4 		$6K Buy
+389
New +$6.34K ﹤0.01% 828
2019
Q2 		– Sell
-389
Closed -$7K – 485
2019
Q1 		$7K Buy
+389
New +$7.41K ﹤0.01% 699

Other funds holding HZO

BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kore Private Wealth's HZO Position: Q3 2020 in Review

Kore Private Wealth sold out of MarineMax (HZO) in Q3 2020, closing a stake of 389 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in HZO in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q2 2020. 189 funds tracked by Wall St. Rank hold HZO as of Q3 2020.

  • Kore Private Wealth reported no remaining MarineMax position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 389 MarineMax shares in Q3 2020, an estimated $8K.
  • Kore Private Wealth first reported a position in MarineMax in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's MarineMax position peaked at $8K in Q2 2020.
  • 189 funds tracked by Wall St. Rank held MarineMax as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.