Sageworth Trust’s MarineMax HZO Stock Holding History

Sageworth Trust’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	-34	Closed	-$1K	–	532
2022 Q4	$1K	Hold	34	–	–	﹤0.01%	417
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	339
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	375
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	335
2021 Q4	$2K	Sell	34 -116	-77%	-$6.21K	﹤0.01%	600
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	630
2021 Q2	$7K	Buy	+150	New	+$7.82K	﹤0.01%	662

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 $3.38T AUM 44.17% 1-Year Est. Return

BBCM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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's HZO Position: Q1 2023 in Review

Sageworth Trust sold out of MarineMax (HZO) in Q1 2023, closing a stake of 34 shares — an estimated $1K sold.

Sageworth Trust first reported a position in HZO in Q2 2021 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

Sageworth Trust reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 34 MarineMax shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in MarineMax in Q2 2021 and held it in 7 quarters.
Sageworth Trust's MarineMax position peaked at $7K in Q3 2021.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.