SignatureFD’s MarineMax HZO Stock Holding History

SignatureFD’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
2026 Q1	$460	Hold	17	–	–	﹤0.01%	3321
2025 Q4	$412	Sell	17 -238	-93%	-$5.87K	﹤0.01%	3252
2025 Q3	$6.46K	Sell	255 -53	-17%	-$1.35K	﹤0.01%	2564
2025 Q2	$7.74K	Buy	308 +124	+67%	+$2.75K	﹤0.01%	2436
2025 Q1	$3.96K	Buy	+184	New	+$4.91K	﹤0.01%	2685
2024 Q4	–	Sell	-37	Closed	-$1.3K	–	3351
2024 Q3	$1.3K	Sell	37 -1	-3%	-$33	﹤0.01%	2943
2024 Q2	$1.23K	Buy	38 +32	+533%	+$938	﹤0.01%	2866
2024 Q1	$200	Hold	6	–	–	﹤0.01%	3097
2023 Q4	$233	Hold	6	–	–	﹤0.01%	3049
2023 Q3	$197	Sell	6 -9	-60%	-$313	﹤0.01%	3096
2023 Q2	$512	Sell	15 -59	-80%	-$1.74K	﹤0.01%	3069
2023 Q1	$2.13K	Buy	+74	New	+$2.33K	﹤0.01%	2788
2020 Q4	–	Hold	0	–	–	–	2613
2020 Q3	–	Hold	0	–	–	–	2667
2019 Q2	–	Sell	-748	Closed	-$14K	–	2090
2019 Q1	$14K	Hold	748	–	–	﹤0.01%	1299
2018 Q4	$14K	Hold	748	–	–	﹤0.01%	1257
2018 Q3	$16K	Hold	748	–	–	﹤0.01%	1241
2018 Q2	$14K	Hold	748	–	–	﹤0.01%	1287
2018 Q1	$15K	Buy	+748	New	+$15.4K	﹤0.01%	1129

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return