Mendota Financial Group’s MarineMax HZO Stock Holding History

Mendota Financial Group’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	-2	Closed	-$71	–	752
2024 Q3	$71	Buy	+2	New	+$65	﹤0.01%	1051

Other funds holding HZO

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PMG

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Mendota Financial Group's HZO Position: Q4 2024 in Review

Mendota Financial Group sold out of MarineMax (HZO) in Q4 2024, closing a stake of 2 shares — an estimated $71 sold.

Mendota Financial Group first reported a position in HZO in Q3 2024 and held it in 1 quarter. The position peaked at $71 in Q3 2024. 155 funds tracked by Wall St. Rank hold HZO as of Q4 2024.

Mendota Financial Group reported no remaining MarineMax position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 2 MarineMax shares in Q4 2024, an estimated $71.
Mendota Financial Group first reported a position in MarineMax in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's MarineMax position peaked at $71 in Q3 2024.
155 funds tracked by Wall St. Rank held MarineMax as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.