Loomis, Sayles & Company
HZO icon

Loomis, Sayles & Company’s MarineMax HZO Stock Holding History

Loomis, Sayles & Company’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
2016
Q3 		– Sell
-315,413
Closed -$5.35M – 1040
2016
Q2 		$5.35M Sell
315,413
-259
-0.1% -$4.52K 0.01% 510
2016
Q1 		$6.15M Sell
315,672
-735
-0.2% -$12.6K 0.02% 473
2015
Q4 		$5.83M Sell
316,407
-261,490
-45% -$4.35M 0.02% 483
2015
Q3 		$8.17M Buy
577,897
+97,207
+20% +$1.71M 0.02% 446
2015
Q2 		$11.3M Sell
480,690
-1,355
-0.3% -$32.5K 0.03% 459
2015
Q1 		$12.8M Sell
482,045
-349,180
-42% -$8.53M 0.04% 449
2014
Q4 		$16.7M Sell
831,225
-15,920
-2% -$292K 0.05% 388
2014
Q3 		$14.3M Buy
847,145
+4,402
+0.5% +$76.4K 0.04% 424
2014
Q2 		$14.1M Sell
842,743
-17,308
-2% -$273K 0.04% 448
2014
Q1 		$13.1M Buy
+860,051
New +$13M 0.04% 455

Other funds holding HZO

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Loomis, Sayles & Company's HZO Position: Q3 2016 in Review

Loomis, Sayles & Company sold out of MarineMax (HZO) in Q3 2016, closing a stake of 315,413 shares — an estimated $5.35M sold.

Loomis, Sayles & Company first reported a position in HZO in Q1 2014 and held it in 10 quarters. The position peaked at $16.7M in Q4 2014. 143 funds tracked by Wall St. Rank hold HZO as of Q3 2016.

  • Loomis, Sayles & Company reported no remaining MarineMax position as of Q3 2016 after selling out during the quarter.
  • Loomis, Sayles & Company sold 315,413 MarineMax shares in Q3 2016, an estimated $5.35M.
  • Loomis, Sayles & Company first reported a position in MarineMax in Q1 2014 and held it in 10 quarters.
  • Loomis, Sayles & Company's MarineMax position peaked at $16.7M in Q4 2014.
  • 143 funds tracked by Wall St. Rank held MarineMax as of Q3 2016.

Based on Loomis, Sayles & Company's 13F filing for Q3 2016, filed 14 Nov 2016.