Stifel Financial’s MarineMax HZO Stock Holding History

Stifel Financial’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 Q4	–	Sell	-65,429	Closed	-$2.15M	–	3374
2023 Q3	$2.15M	Hold	65,429	–	–	﹤0.01%	1548
2023 Q2	$2.24M	Sell	65,429 -2,140	-3%	-$63K	﹤0.01%	1554
2023 Q1	$1.94M	Buy	+67,569	New	+$2.12M	﹤0.01%	1588
2022 Q1	–	Sell	-3,973	Closed	-$235K	–	3431
2021 Q4	$235K	Buy	+3,973	New	+$213K	﹤0.01%	3060

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

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

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

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

BBCM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's HZO Position: Q4 2023 in Review

Stifel Financial sold out of MarineMax (HZO) in Q4 2023, closing a stake of 65,429 shares — an estimated $2.15M sold.

Stifel Financial first reported a position in HZO in Q4 2021 and held it in 4 quarters. The position peaked at $2.24M in Q2 2023. 167 funds tracked by Wall St. Rank hold HZO as of Q4 2023.

Stifel Financial reported no remaining MarineMax position as of Q4 2023 after selling out during the quarter.
Stifel Financial sold 65,429 MarineMax shares in Q4 2023, an estimated $2.15M.
Stifel Financial first reported a position in MarineMax in Q4 2021 and held it in 4 quarters.
Stifel Financial's MarineMax position peaked at $2.24M in Q2 2023.
167 funds tracked by Wall St. Rank held MarineMax as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.