Lord, Abbett & Co
HZO icon

Lord, Abbett & Co’s MarineMax HZO Stock Holding History

Lord, Abbett & Co’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
2021
Q4 		– Sell
-91,265
Closed -$4.43M – 645
2021
Q3 		$4.43M Sell
91,265
-1,171
-1% -$58.4K 0.01% 601
2021
Q2 		$4.5M Buy
+92,436
New +$4.82M 0.01% 612
2017
Q2 		– Sell
-256,150
Closed -$5.55M – 898
2017
Q1 		$5.55M Buy
+256,150
New +$5.39M 0.02% 732
2016
Q1 		– Sell
-173,427
Closed -$3.19M – 902
2015
Q4 		$3.19M Buy
173,427
+73,521
+74% +$1.22M 0.01% 798
2015
Q3 		$1.41M Sell
99,906
-2,141,748
-96% -$37.7M ﹤0.01% 869
2015
Q2 		$52.7M Buy
2,241,654
+981,775
+78% +$23.5M 0.14% 228
2015
Q1 		$33.4M Buy
1,259,879
+843,055
+202% +$20.6M 0.08% 360
2014
Q4 		$8.36M Buy
416,824
+23,753
+6% +$435K 0.02% 642
2014
Q3 		$6.62M Buy
393,071
+29,648
+8% +$515K 0.02% 684
2014
Q2 		$6.08M Buy
363,423
+1,140
+0.3% +$18K 0.01% 763
2014
Q1 		$5.5M Sell
362,283
-1,509
-0.4% -$22.9K 0.01% 778
2013
Q4 		$5.85M Buy
+363,792
New +$5.49M 0.01% 804
2013
Q3 		– Sell
-586,293
Closed -$6.64M – 1056
2013
Q2 		$6.64M Buy
+586,293
New +$7.11M 0.02% 730

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Lord, Abbett & Co's HZO Position: Q4 2021 in Review

Lord, Abbett & Co sold out of MarineMax (HZO) in Q4 2021, closing a stake of 91,265 shares — an estimated $4.43M sold.

Lord, Abbett & Co first reported a position in HZO in Q2 2013 and held it in 13 quarters. The position peaked at $52.7M in Q2 2015. 234 funds tracked by Wall St. Rank hold HZO as of Q4 2021.

  • Lord, Abbett & Co reported no remaining MarineMax position as of Q4 2021 after selling out during the quarter.
  • Lord, Abbett & Co sold 91,265 MarineMax shares in Q4 2021, an estimated $4.43M.
  • Lord, Abbett & Co first reported a position in MarineMax in Q2 2013 and held it in 13 quarters.
  • Lord, Abbett & Co's MarineMax position peaked at $52.7M in Q2 2015.
  • 234 funds tracked by Wall St. Rank held MarineMax as of Q4 2021.

Based on Lord, Abbett & Co's 13F filing for Q4 2021, filed 11 Feb 2022.