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Next Financial Group’s MarineMax HZO Stock Holding History

Next Financial Group’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
Q4 		$3K Buy
46
+6
+15% +$321 ﹤0.01% 2532
2021
Q3 		$2K Hold
40
– – ﹤0.01% 2483
2021
Q2 		$2K Buy
+40
New +$2.09K ﹤0.01% 2412
2020
Q2 		– Sell
-1,378
Closed -$14K – 1167
2020
Q1 		$14K Buy
+1,378
New +$22.4K ﹤0.01% 1399

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Next Financial Group's HZO Position: Q4 2021 in Review

Next Financial Group increased its MarineMax (HZO) stake by 15% in Q4 2021, buying an estimated $321 and bringing the position to 46 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Next Financial Group first reported a position in HZO in Q1 2020 and has held it in 4 quarters since. The position peaked at $14K in Q1 2020. 234 funds tracked by Wall St. Rank hold HZO as of Q4 2021.

  • Next Financial Group held 46 shares of MarineMax worth $3K as of Q4 2021.
  • Next Financial Group bought 6 MarineMax shares in Q4 2021, an estimated $321.
  • MarineMax made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2532 holding.
  • Next Financial Group first reported a position in MarineMax in Q1 2020 and has held it in 4 quarters since.
  • Next Financial Group's MarineMax position peaked at $14K in Q1 2020.
  • 234 funds tracked by Wall St. Rank held MarineMax as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.