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ProVise Management Group’s MarineMax HZO Stock Holding History

ProVise Management 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
2020
Q3 		– Sell
-14,387
Closed -$322K – 296
2020
Q2 		$322K Buy
+14,387
New +$237K 0.05% 224
2017
Q2 		– Sell
-21,084
Closed -$456K – 338
2017
Q1 		$456K Buy
21,084
+248
+1% +$5.22K 0.07% 221
2016
Q4 		$403K Buy
+20,836
New +$403K 0.07% 227

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ProVise Management Group's HZO Position: Q3 2020 in Review

ProVise Management Group sold out of MarineMax (HZO) in Q3 2020, closing a stake of 14,387 shares — an estimated $322K sold.

ProVise Management Group first reported a position in HZO in Q4 2016 and held it in 3 quarters. The position peaked at $456K in Q1 2017. 189 funds tracked by Wall St. Rank hold HZO as of Q3 2020.

  • ProVise Management Group reported no remaining MarineMax position as of Q3 2020 after selling out during the quarter.
  • ProVise Management Group sold 14,387 MarineMax shares in Q3 2020, an estimated $322K.
  • ProVise Management Group first reported a position in MarineMax in Q4 2016 and held it in 3 quarters.
  • ProVise Management Group's MarineMax position peaked at $456K in Q1 2017.
  • 189 funds tracked by Wall St. Rank held MarineMax as of Q3 2020.

Based on ProVise Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.