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 New York $5.7T AUM 30.48% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return