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MTM Investment Management’s OneWater Marine ONEW Stock Holding History

MTM Investment Management’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,426
Closed -$217K – 296
2023
Q4 		$217K Buy
+6,426
New +$170K 0.1% 170
2023
Q3 		– Sell
-7,124
Closed -$258K – 260
2023
Q2 		$258K Buy
+7,124
New +$210K 0.13% 151
2022
Q4 		– Sell
-6,915
Closed -$208K – 271
2022
Q3 		$208K Buy
6,915
+312
+5% +$11.4K 0.12% 166
2022
Q2 		$217K Sell
6,603
-58
-0.9% -$1.94K 0.12% 160
2022
Q1 		$229K Buy
6,661
+678
+11% +$32.7K 0.11% 164
2021
Q4 		$365K Sell
5,983
-533
-8% -$26.1K 0.17% 119
2021
Q3 		$262K Buy
6,516
+261
+4% +$11K 0.14% 131
2021
Q2 		$263K Buy
6,255
+882
+16% +$40.9K 0.14% 133
2021
Q1 		$215K Buy
+5,373
New +$195K 0.12% 149

Other funds holding ONEW

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MTM Investment Management's ONEW Position: Q1 2024 in Review

MTM Investment Management sold out of OneWater Marine (ONEW) in Q1 2024, closing a stake of 6,426 shares — an estimated $217K sold.

MTM Investment Management first reported a position in ONEW in Q1 2021 and held it in 9 quarters. The position peaked at $365K in Q4 2021. 80 funds tracked by Wall St. Rank hold ONEW as of Q1 2024.

  • MTM Investment Management reported no remaining OneWater Marine position as of Q1 2024 after selling out during the quarter.
  • MTM Investment Management sold 6,426 OneWater Marine shares in Q1 2024, an estimated $217K.
  • MTM Investment Management first reported a position in OneWater Marine in Q1 2021 and held it in 9 quarters.
  • MTM Investment Management's OneWater Marine position peaked at $365K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held OneWater Marine as of Q1 2024.

Based on MTM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.