NERM
HZO icon

New England Research & Management’s MarineMax HZO Stock Holding History

New England Research & 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
2021
Q1 		– Sell
-13,600
Closed -$476K – 179
2020
Q4 		$476K Buy
+13,600
New +$426K 0.29% 104
2017
Q2 		– Sell
-15,200
Closed -$329K – 160
2017
Q1 		$329K Buy
+15,200
New +$320K 0.25% 120

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New England Research & Management's HZO Position: Q1 2021 in Review

New England Research & Management sold out of MarineMax (HZO) in Q1 2021, closing a stake of 13,600 shares — an estimated $476K sold.

New England Research & Management first reported a position in HZO in Q1 2017 and held it in 2 quarters. The position peaked at $476K in Q4 2020. 213 funds tracked by Wall St. Rank hold HZO as of Q1 2021.

  • New England Research & Management reported no remaining MarineMax position as of Q1 2021 after selling out during the quarter.
  • New England Research & Management sold 13,600 MarineMax shares in Q1 2021, an estimated $476K.
  • New England Research & Management first reported a position in MarineMax in Q1 2017 and held it in 2 quarters.
  • New England Research & Management's MarineMax position peaked at $476K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held MarineMax as of Q1 2021.

Based on New England Research & Management's 13F filing for Q1 2021, filed 16 Apr 2021.