SFM
HZO icon

Systematic Financial Management’s MarineMax HZO Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-5,186
Closed -$183K – 289
2024
Q3 		$183K Buy
+5,186
New +$169K ﹤0.01% 316

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Systematic Financial Management's HZO Position: Q4 2024 in Review

Systematic Financial Management sold out of MarineMax (HZO) in Q4 2024, closing a stake of 5,186 shares — an estimated $183K sold.

Systematic Financial Management first reported a position in HZO in Q3 2024 and held it in 1 quarter. The position peaked at $183K in Q3 2024. 155 funds tracked by Wall St. Rank hold HZO as of Q4 2024.

  • Systematic Financial Management reported no remaining MarineMax position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 5,186 MarineMax shares in Q4 2024, an estimated $183K.
  • Systematic Financial Management first reported a position in MarineMax in Q3 2024 and held it in 1 quarter.
  • Systematic Financial Management's MarineMax position peaked at $183K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held MarineMax as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.