State of Wyoming’s MarineMax HZO Stock Holding History

State of Wyoming’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
2025 Q2	–	Sell	-1,914	Closed	-$41.2K	–	1965
2025 Q1	$41.2K	Buy	+1,914	New	+$51.1K	0.01%	1518
2024 Q4	–	Sell	-3,121	Closed	-$110K	–	1726
2024 Q3	$110K	Buy	3,121 +1,824	+141%	+$59.5K	0.02%	1059
2024 Q2	$42K	Sell	1,297 -992	-43%	-$29.1K	0.01%	1383
2024 Q1	$76.1K	Buy	+2,289	New	+$73.3K	0.01%	1156
2023 Q4	–	Sell	-3,031	Closed	-$99.5K	–	1697
2023 Q3	$99.5K	Buy	3,031 +2,034	+204%	+$70.7K	0.02%	860
2023 Q2	$34.1K	Sell	997 -2,760	-73%	-$81.2K	0.01%	1259
2023 Q1	$108K	Sell	3,757 -1,649	-31%	-$51.8K	0.03%	735
2022 Q4	$169K	Sell	5,406 -408	-7%	-$12.8K	0.06%	457
2022 Q3	$173K	Buy	5,814 +2,076	+56%	+$77.7K	0.09%	273
2022 Q2	$135K	Buy	3,738 +1,803	+93%	+$72.4K	0.08%	312
2022 Q1	$78K	Buy	1,935 +668	+53%	+$31.4K	0.04%	774
2021 Q4	$75K	Buy	+1,267	New	+$67.8K	0.03%	848

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

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

Dimensional Fund Advisors

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

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

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

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

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

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return