Retirement Group’s MarineMax HZO Stock Holding History

Retirement 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
2024 Q1	$1.63K	Sell	49 -48	-49%	-$1.54K	﹤0.01%	676
2023 Q4	$3.77K	Hold	97	–	–	﹤0.01%	568
2023 Q3	$3.18K	Hold	97	–	–	﹤0.01%	534
2023 Q2	$3.31K	Sell	97 -2	-2%	-$59	﹤0.01%	561
2023 Q1	$3K	Hold	99	–	–	﹤0.01%	553
2022 Q4	$3K	Buy	+99	New	+$3.11K	﹤0.01%	485
2022 Q3	–	Sell	-198	Closed	-$7K	–	629
2022 Q2	$7K	Buy	198 +99	+100%	+$3.98K	﹤0.01%	488
2022 Q1	$4K	Buy	99 +21	+27%	+$987	﹤0.01%	565
2021 Q4	$5K	Buy	78 +30	+63%	+$1.61K	﹤0.01%	520
2021 Q3	$2K	Hold	48	–	–	﹤0.01%	521
2021 Q2	$2K	Buy	48 +8	+20%	+$417	﹤0.01%	565
2021 Q1	$2K	Buy	+40	New	+$1.89K	﹤0.01%	634

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

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

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

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

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return