Lindbrook Capital’s MarineMax HZO Stock Holding History

Lindbrook Capital’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
2025 Q1	$8.02K	Sell	373 -21	-5%	-$561	﹤0.01%	1743
2024 Q4	$11.4K	Hold	394	–	–	﹤0.01%	1588
2024 Q3	$13.9K	Sell	394 -361	-48%	-$11.8K	﹤0.01%	1503
2024 Q2	$24.4K	Buy	755 +21	+3%	+$615	﹤0.01%	1127
2024 Q1	$24.4K	Hold	734	–	–	﹤0.01%	1107
2023 Q4	$28.6K	Hold	734	–	–	﹤0.01%	997
2023 Q3	$24.1K	Hold	734	–	–	﹤0.01%	982
2023 Q2	$25.1K	Hold	734	–	–	﹤0.01%	973
2023 Q1	$21.1K	Sell	734 -60	-8%	-$1.89K	﹤0.01%	1047
2022 Q4	$24.8K	Sell	794 -778	-49%	-$24.4K	﹤0.01%	963
2022 Q3	$47K	Sell	1,572 -14	-0.9%	-$524	0.01%	661
2022 Q2	$57K	Hold	1,586	–	–	0.01%	609
2022 Q1	$64K	Sell	1,586 -1,018	-39%	-$47.8K	0.01%	607
2021 Q4	$154K	Buy	+2,604	New	+$139K	0.02%	373

Other funds holding HZO

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's HZO Position: Q1 2025 in Review

Lindbrook Capital reduced its MarineMax (HZO) stake by 5.3% in Q1 2025, selling an estimated $561 and leaving 373 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Lindbrook Capital first reported a position in HZO in Q4 2021 and has held it in 14 quarters since. The position peaked at $154K in Q4 2021. 152 funds tracked by Wall St. Rank hold HZO as of Q1 2025.

Lindbrook Capital held 373 shares of MarineMax worth $8.02K as of Q1 2025.
Lindbrook Capital sold 21 MarineMax shares in Q1 2025, an estimated $561.
MarineMax made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1743 holding.
Lindbrook Capital first reported a position in MarineMax in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's MarineMax position peaked at $154K in Q4 2021.
152 funds tracked by Wall St. Rank held MarineMax as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.