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Sheaff Brock Investment Advisors’s MarineMax HZO Stock Holding History

Sheaff Brock Investment Advisors’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
2022
Q3 		– Sell
-30,381
Closed -$1.1M – 508
2022
Q2 		$1.1M Buy
30,381
+353
+1% +$14.2K 0.09% 148
2022
Q1 		$1.21M Buy
30,028
+560
+2% +$26.3K 0.08% 160
2021
Q4 		$1.74M Buy
29,468
+1,788
+6% +$95.7K 0.12% 121
2021
Q3 		$1.34M Buy
27,680
+581
+2% +$29K 0.1% 148
2021
Q2 		$1.32M Buy
27,099
+1,739
+7% +$90.7K 0.1% 135
2021
Q1 		$1.25M Buy
+25,360
New +$1.2M 0.1% 133

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Asset Management
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sheaff Brock Investment Advisors's HZO Position: Q3 2022 in Review

Sheaff Brock Investment Advisors sold out of MarineMax (HZO) in Q3 2022, closing a stake of 30,381 shares — an estimated $1.1M sold.

Sheaff Brock Investment Advisors first reported a position in HZO in Q1 2021 and held it in 6 quarters. The position peaked at $1.74M in Q4 2021. 198 funds tracked by Wall St. Rank hold HZO as of Q3 2022.

  • Sheaff Brock Investment Advisors reported no remaining MarineMax position as of Q3 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 30,381 MarineMax shares in Q3 2022, an estimated $1.1M.
  • Sheaff Brock Investment Advisors first reported a position in MarineMax in Q1 2021 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's MarineMax position peaked at $1.74M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held MarineMax as of Q3 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.