Summit Global Investments’s MarineMax HZO Stock Holding History

Summit Global Investments’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 Q1	–	Sell	-25,443	Closed	-$794K	–	538
2022 Q4	$794K	Sell	25,443 -157	-0.6%	-$4.93K	0.07%	236
2022 Q3	$763K	Buy	25,600 +1,511	+6%	+$56.6K	0.07%	238
2022 Q2	$870K	Sell	24,089 -7,676	-24%	-$308K	0.08%	236
2022 Q1	$1.28M	Buy	31,765 +17,365	+121%	+$816K	0.09%	198
2021 Q4	$850K	Buy	+14,400	New	+$771K	0.05%	260
2021 Q3	–	Sell	-15,222	Closed	-$742K	–	512
2021 Q2	$742K	Buy	15,222 +1,800	+13%	+$93.9K	0.04%	277
2021 Q1	$663K	Buy	+13,422	New	+$633K	0.04%	267

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BBCM

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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Global Investments's HZO Position: Q1 2023 in Review

Summit Global Investments sold out of MarineMax (HZO) in Q1 2023, closing a stake of 25,443 shares — an estimated $794K sold.

Summit Global Investments first reported a position in HZO in Q1 2021 and held it in 7 quarters. The position peaked at $1.28M in Q1 2022. 168 funds tracked by Wall St. Rank hold HZO as of Q1 2023.

Summit Global Investments reported no remaining MarineMax position as of Q1 2023 after selling out during the quarter.
Summit Global Investments sold 25,443 MarineMax shares in Q1 2023, an estimated $794K.
Summit Global Investments first reported a position in MarineMax in Q1 2021 and held it in 7 quarters.
Summit Global Investments's MarineMax position peaked at $1.28M in Q1 2022.
168 funds tracked by Wall St. Rank held MarineMax as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.