New York Life Investment Management’s MarineMax HZO Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-12,012	Closed	-$467K	–	1423
2023 Q4	$467K	Sell	12,012 -353	-3%	-$11.2K	﹤0.01%	877
2023 Q3	$406K	Sell	12,365 -1,970	-14%	-$68.5K	﹤0.01%	861
2023 Q2	$490K	Sell	14,335 -2,370	-14%	-$69.8K	0.01%	738
2023 Q1	$480K	Buy	+16,705	New	+$525K	0.01%	888

Other funds holding HZO

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

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

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

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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

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

New York Life Investment Management's HZO Position: Q1 2024 in Review

New York Life Investment Management sold out of MarineMax (HZO) in Q1 2024, closing a stake of 12,012 shares — an estimated $467K sold.

New York Life Investment Management first reported a position in HZO in Q1 2023 and held it in 4 quarters. The position peaked at $490K in Q2 2023. 162 funds tracked by Wall St. Rank hold HZO as of Q1 2024.

New York Life Investment Management reported no remaining MarineMax position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 12,012 MarineMax shares in Q1 2024, an estimated $467K.
New York Life Investment Management first reported a position in MarineMax in Q1 2023 and held it in 4 quarters.
New York Life Investment Management's MarineMax position peaked at $490K in Q2 2023.
162 funds tracked by Wall St. Rank held MarineMax as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.