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Monarch Partners Asset Management’s MarineMax HZO Stock Holding History

Monarch Partners Asset Management’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
2020
Q1 		– Sell
-212,108
Closed -$3.54M – 174
2019
Q4 		$3.54M Buy
+212,108
New +$3.46M 0.79% 58
2019
Q1 		– Sell
-18,372
Closed -$336K – 189
2018
Q4 		$336K Sell
18,372
-124,544
-87% -$2.6M 0.05% 166
2018
Q3 		$3.04M Buy
+142,916
New +$2.98M 0.28% 100
2018
Q2 		– Sell
-302,805
Closed -$5.89M – 199
2018
Q1 		$5.89M Buy
302,805
+148,475
+96% +$3.06M 0.55% 74
2017
Q4 		$2.92M Buy
+154,330
New +$2.97M 0.27% 115
2017
Q2 		– Sell
-132,488
Closed -$2.87M – 181
2017
Q1 		$2.87M Sell
132,488
-69,565
-34% -$1.46M 0.29% 106
2016
Q4 		$3.91M Sell
202,053
-129,193
-39% -$2.5M 0.33% 101
2016
Q3 		$6.94M Buy
331,246
+134,951
+69% +$2.65M 0.65% 65
2016
Q2 		$3.33M Buy
196,295
+75,295
+62% +$1.31M 0.33% 96
2016
Q1 		$2.36M Buy
121,000
+24,600
+26% +$423K 0.24% 106
2015
Q4 		$1.78M Sell
96,400
-36,850
-28% -$613K 0.19% 114
2015
Q3 		$1.88M Buy
+133,250
New +$2.34M 0.23% 100
2015
Q1 		– Sell
-93,725
Closed -$1.88M – 173
2014
Q4 		$1.88M Buy
93,725
+10,250
+12% +$188K 0.41% 93
2014
Q3 		$1.41M Sell
83,475
-35,650
-30% -$619K 0.37% 108
2014
Q2 		$1.99M Buy
119,125
+6,075
+5% +$95.8K 0.52% 84
2014
Q1 		$1.72M Buy
+113,050
New +$1.71M 0.63% 72

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Monarch Partners Asset Management's HZO Position: Q1 2020 in Review

Monarch Partners Asset Management sold out of MarineMax (HZO) in Q1 2020, closing a stake of 212,108 shares — an estimated $3.54M sold.

Monarch Partners Asset Management first reported a position in HZO in Q1 2014 and held it in 16 quarters. The position peaked at $6.94M in Q3 2016. 133 funds tracked by Wall St. Rank hold HZO as of Q1 2020.

  • Monarch Partners Asset Management reported no remaining MarineMax position as of Q1 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 212,108 MarineMax shares in Q1 2020, an estimated $3.54M.
  • Monarch Partners Asset Management first reported a position in MarineMax in Q1 2014 and held it in 16 quarters.
  • Monarch Partners Asset Management's MarineMax position peaked at $6.94M in Q3 2016.
  • 133 funds tracked by Wall St. Rank held MarineMax as of Q1 2020.

Based on Monarch Partners Asset Management's 13F filing for Q1 2020, filed 4 May 2020.