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NewEdge Advisors’s OneWater Marine ONEW Stock Holding History

NewEdge Advisors’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
Q2 		– Sell
-200
Closed -$5.63K – 3948
2024
Q1 		$5.63K Sell
200
-842
-81% -$22.7K ﹤0.01% 3098
2023
Q4 		$35.2K Sell
1,042
-700
-40% -$18.5K ﹤0.01% 2343
2023
Q3 		$44.6K Sell
1,742
-840
-33% -$25.1K ﹤0.01% 2126
2023
Q2 		$93.6K Sell
2,582
-1,297
-33% -$38.3K ﹤0.01% 1867
2023
Q1 		$108K Sell
3,879
-847
-18% -$24.2K ﹤0.01% 1726
2022
Q4 		$5.54K Buy
+4,726
New +$148K ﹤0.01% 2557
2022
Q1 		– Sell
-12,835
Closed -$783K – 1481
2021
Q4 		$783K Sell
12,835
-1,643
-11% -$80.3K 0.01% 858
2021
Q3 		$582K Sell
14,478
-1,884
-12% -$79K 0.01% 711
2021
Q2 		$688K Buy
+16,362
New +$759K 0.02% 634

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

NewEdge Advisors's ONEW Position: Q2 2024 in Review

NewEdge Advisors sold out of OneWater Marine (ONEW) in Q2 2024, closing a stake of 200 shares — an estimated $5.63K sold.

NewEdge Advisors first reported a position in ONEW in Q2 2021 and held it in 9 quarters. The position peaked at $783K in Q4 2021. 81 funds tracked by Wall St. Rank hold ONEW as of Q2 2024.

  • NewEdge Advisors reported no remaining OneWater Marine position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 200 OneWater Marine shares in Q2 2024, an estimated $5.63K.
  • NewEdge Advisors first reported a position in OneWater Marine in Q2 2021 and held it in 9 quarters.
  • NewEdge Advisors's OneWater Marine position peaked at $783K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.