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SageView Advisory Group’s OneWater Marine ONEW Stock Holding History

SageView Advisory Group’s Portfolio ONEW Stock Details ONEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,004
Closed -$322K – 682
2024
Q1 		$322K Buy
+11,004
New +$296K 0.02% 398

Other funds holding ONEW

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GGHC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SageView Advisory Group's ONEW Position: Q2 2024 in Review

SageView Advisory Group sold out of OneWater Marine (ONEW) in Q2 2024, closing a stake of 11,004 shares — an estimated $322K sold.

SageView Advisory Group first reported a position in ONEW in Q1 2024 and held it in 1 quarter. The position peaked at $322K in Q1 2024. 81 funds tracked by Wall St. Rank hold ONEW as of Q2 2024.

  • SageView Advisory Group reported no remaining OneWater Marine position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 11,004 OneWater Marine shares in Q2 2024, an estimated $322K.
  • SageView Advisory Group first reported a position in OneWater Marine in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's OneWater Marine position peaked at $322K in Q1 2024.
  • 81 funds tracked by Wall St. Rank held OneWater Marine as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.