SGI
HZO icon

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

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Vanguard Group
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State Street
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BBCM
Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return