Sageworth Trust Company of South Dakota’s MarineMax HZO Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q1	–	Sell	-29	Closed	-$1K	–	245
2022 Q4	$1K	Hold	29	–	–	﹤0.01%	233
2022 Q3	$1K	Sell	29 -20	-41%	-$749	﹤0.01%	223
2022 Q2	$2K	Sell	49 -46	-48%	-$1.85K	﹤0.01%	375
2022 Q1	$4K	Sell	95 -16	-14%	-$752	0.01%	321
2021 Q4	$7K	Buy	+111	New	+$5.94K	0.01%	457

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

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

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

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sageworth Trust Company of South Dakota's HZO Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of MarineMax (HZO) in Q1 2023, closing a stake of 29 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in HZO in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 29 MarineMax shares in Q1 2023, an estimated $1K.
Sageworth Trust Company of South Dakota first reported a position in MarineMax in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's MarineMax position peaked at $7K in Q4 2021.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.