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O'Shaughnessy Asset Management’s MarineMax HZO Stock Holding History

O'Shaughnessy 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
2021
Q4 		– Sell
-311
Closed -$15K – 1799
2021
Q3 		$15K Buy
311
+95
+44% +$4.74K ﹤0.01% 2038
2021
Q2 		$11K Sell
216
-72
-25% -$3.75K ﹤0.01% 1979
2021
Q1 		$14K Buy
288
+44
+18% +$2.08K ﹤0.01% 1702
2020
Q4 		$9K Sell
244
-12,400
-98% -$388K ﹤0.01% 1574
2020
Q3 		$325K Buy
+12,644
New +$348K 0.01% 563

Other funds holding HZO

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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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

O'Shaughnessy Asset Management's HZO Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of MarineMax (HZO) in Q4 2021, closing a stake of 311 shares — an estimated $15K sold.

O'Shaughnessy Asset Management first reported a position in HZO in Q3 2020 and held it in 5 quarters. The position peaked at $325K in Q3 2020. 234 funds tracked by Wall St. Rank hold HZO as of Q4 2021.

  • O'Shaughnessy Asset Management reported no remaining MarineMax position as of Q4 2021 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 311 MarineMax shares in Q4 2021, an estimated $15K.
  • O'Shaughnessy Asset Management first reported a position in MarineMax in Q3 2020 and held it in 5 quarters.
  • O'Shaughnessy Asset Management's MarineMax position peaked at $325K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held MarineMax as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.