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Stonehage Fleming (UK)’s MarineMax HZO Stock Holding History

Stonehage Fleming (UK)’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
2015
Q1 		– Sell
-1,678
Closed -$34K – 224
2014
Q4 		$34K Sell
1,678
-7
-0.4% -$128 0.02% 198
2014
Q3 		$28K Sell
1,685
-805
-32% -$14K 0.01% 222
2014
Q2 		$42K Buy
+2,490
New +$39.3K 0.02% 173

Other funds holding HZO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $302M AUM 117.41% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stonehage Fleming (UK)'s HZO Position: Q1 2015 in Review

Stonehage Fleming (UK) sold out of MarineMax (HZO) in Q1 2015, closing a stake of 1,678 shares — an estimated $34K sold.

Stonehage Fleming (UK) first reported a position in HZO in Q2 2014 and held it in 3 quarters. The position peaked at $42K in Q2 2014. 149 funds tracked by Wall St. Rank hold HZO as of Q1 2015.

  • Stonehage Fleming (UK) reported no remaining MarineMax position as of Q1 2015 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 1,678 MarineMax shares in Q1 2015, an estimated $34K.
  • Stonehage Fleming (UK) first reported a position in MarineMax in Q2 2014 and held it in 3 quarters.
  • Stonehage Fleming (UK)'s MarineMax position peaked at $42K in Q2 2014.
  • 149 funds tracked by Wall St. Rank held MarineMax as of Q1 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q1 2015, filed 11 Oct 2019.