OQS
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Occudo Quantitative Strategies’s MarineMax HZO Stock Holding History

Occudo Quantitative Strategies’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
2023
Q4 		– Sell
-6,769
Closed -$222K – 963
2023
Q3 		$222K Sell
6,769
-8,378
-55% -$291K 0.03% 769
2023
Q2 		$517K Buy
+15,147
New +$446K 0.05% 545

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occudo Quantitative Strategies's HZO Position: Q4 2023 in Review

Occudo Quantitative Strategies sold out of MarineMax (HZO) in Q4 2023, closing a stake of 6,769 shares — an estimated $222K sold.

Occudo Quantitative Strategies first reported a position in HZO in Q2 2023 and held it in 2 quarters. The position peaked at $517K in Q2 2023. 167 funds tracked by Wall St. Rank hold HZO as of Q4 2023.

  • Occudo Quantitative Strategies reported no remaining MarineMax position as of Q4 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 6,769 MarineMax shares in Q4 2023, an estimated $222K.
  • Occudo Quantitative Strategies first reported a position in MarineMax in Q2 2023 and held it in 2 quarters.
  • Occudo Quantitative Strategies's MarineMax position peaked at $517K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held MarineMax as of Q4 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.