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Oberweis Asset Management’s MarineMax HZO Stock Holding History

Oberweis Asset 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
2018
Q3 		– Sell
-79,900
Closed -$1.51M – 218
2018
Q2 		$1.51M Buy
79,900
+46,500
+139% +$1.01M 0.38% 59
2018
Q1 		$650K Buy
+33,400
New +$688K 0.17% 137
2016
Q4 		– Sell
-12,000
Closed -$251K – 138
2016
Q3 		$251K Buy
+12,000
New +$236K 0.07% 124

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Oberweis Asset Management's HZO Position: Q3 2018 in Review

Oberweis Asset Management sold out of MarineMax (HZO) in Q3 2018, closing a stake of 79,900 shares — an estimated $1.51M sold.

Oberweis Asset Management first reported a position in HZO in Q3 2016 and held it in 3 quarters. The position peaked at $1.51M in Q2 2018. 146 funds tracked by Wall St. Rank hold HZO as of Q3 2018.

  • Oberweis Asset Management reported no remaining MarineMax position as of Q3 2018 after selling out during the quarter.
  • Oberweis Asset Management sold 79,900 MarineMax shares in Q3 2018, an estimated $1.51M.
  • Oberweis Asset Management first reported a position in MarineMax in Q3 2016 and held it in 3 quarters.
  • Oberweis Asset Management's MarineMax position peaked at $1.51M in Q2 2018.
  • 146 funds tracked by Wall St. Rank held MarineMax as of Q3 2018.

Based on Oberweis Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.