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 $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Retirement Group's HZO Position: Q1 2024 in Review

Retirement Group reduced its MarineMax (HZO) stake by 49% in Q1 2024, selling an estimated $1.54K and leaving 49 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Retirement Group first reported a position in HZO in Q1 2021 and has held it in 12 quarters since. The position peaked at $7K in Q2 2022. 162 funds tracked by Wall St. Rank hold HZO as of Q1 2024.

Retirement Group held 49 shares of MarineMax worth $1.63K as of Q1 2024.
Retirement Group sold 48 MarineMax shares in Q1 2024, an estimated $1.54K.
MarineMax made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #676 holding.
Retirement Group first reported a position in MarineMax in Q1 2021 and has held it in 12 quarters since.
Retirement Group's MarineMax position peaked at $7K in Q2 2022.
162 funds tracked by Wall St. Rank held MarineMax as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.