Prelude Capital Management’s MarineMax HZO Stock Holding History

Prelude Capital 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
2026 Q1	$316K	Buy	+11,663	New	+$324K	0.02%	690
2025 Q1	–	Sell	-7,066	Closed	-$205K	–	1357
2024 Q4	$205K	Hold	7,066	–	–	0.02%	985
2024 Q3	$249K	Hold	7,066	–	–	0.02%	956
2024 Q2	$229K	Buy	+7,066	New	+$207K	0.02%	927
2020 Q4	–	Sell	-5,683	Closed	-$146K	–	1678
2020 Q3	$146K	Buy	5,683 +5,645	+14,855%	+$155K	0.02%	780
2020 Q2	$1K	Buy	+38	New	+$625	﹤0.01%	1875
2019 Q1	–	Sell	-676	Closed	-$12K	–	1995
2018 Q4	$12K	Buy	676 +270	+67%	+$5.63K	﹤0.01%	1335
2018 Q3	$9K	Sell	406 -194	-32%	-$4.05K	﹤0.01%	1476
2018 Q2	$11K	Buy	+600	New	+$13K	﹤0.01%	1471
2016 Q4	–	Sell	-709	Closed	-$15K	–	1663
2016 Q3	$15K	Buy	+709	New	+$13.9K	﹤0.01%	1377
2015 Q2	–	Sell	-1,611	Closed	-$43K	–	1852
2015 Q1	$43K	Buy	+1,611	New	+$39.4K	0.01%	1382
2014 Q4	–	Sell	-8,400	Closed	-$142K	–	2025
2014 Q3	$142K	Buy	+8,400	New	+$146K	0.02%	879
2014 Q1	–	Sell	-1,190	Closed	-$19K	–	2000
2013 Q4	$19K	Buy	+1,190	New	+$18K	﹤0.01%	1344

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return