LPL Financial

LPL Financial’s MarineMax HZO Stock Holding History

LPL Financial’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
2024 Q4	–	Sell	-15,446	Closed	-$545K	–	5362
2024 Q3	$545K	Hold	15,446	–	–	﹤0.01%	3920
2024 Q2	$500K	Buy	15,446 +5,600	+57%	+$164K	﹤0.01%	3872
2024 Q1	$327K	Sell	9,846 -6,503	-40%	-$208K	﹤0.01%	4131
2023 Q4	$636K	Sell	16,349 -300	-2%	-$9.5K	﹤0.01%	3461
2023 Q3	$546K	Sell	16,649 -267	-2%	-$9.28K	﹤0.01%	3413
2023 Q2	$578K	Buy	16,916 +58	+0.3%	+$1.71K	﹤0.01%	3317
2023 Q1	$485K	Buy	16,858 +2,005	+13%	+$63K	﹤0.01%	3355
2022 Q4	$464K	Sell	14,853 -2,995	-17%	-$94.1K	﹤0.01%	3320
2022 Q3	$532K	Sell	17,848 -2,254	-11%	-$84.4K	﹤0.01%	3097
2022 Q2	$726K	Sell	20,102 -1,263	-6%	-$50.7K	﹤0.01%	2865
2022 Q1	$860K	Buy	21,365 +7,271	+52%	+$342K	﹤0.01%	2733
2021 Q4	$832K	Buy	14,094 +3,287	+30%	+$176K	﹤0.01%	2825
2021 Q3	$524K	Buy	10,807 +435	+4%	+$21.7K	﹤0.01%	3175
2021 Q2	$506K	Buy	10,372 +2,410	+30%	+$126K	﹤0.01%	3153
2021 Q1	$393K	Buy	+7,962	New	+$376K	﹤0.01%	3235

Other funds holding HZO

BlackRock New York $5.7T 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 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Geode Capital Management

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return