TrueWealth LLC’s MarineMax HZO Stock Holding History

TrueWealth LLC’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
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	525
2020 Q1	$3K	Hold	300	–	–	﹤0.01%	608
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	563
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	561
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	567
2019 Q1	$6K	Hold	300	–	–	﹤0.01%	540
2018 Q4	$5K	Hold	300	–	–	﹤0.01%	545
2018 Q3	$6K	Hold	300	–	–	﹤0.01%	576
2018 Q2	$6K	Hold	300	–	–	﹤0.01%	578
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	537
2017 Q4	$6K	Buy	+300	New	+$5.78K	﹤0.01%	612

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TrueWealth LLC's HZO Position: Q2 2020 in Review

TrueWealth LLC held its MarineMax (HZO) position steady in Q2 2020 at 300 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

TrueWealth LLC first reported a position in HZO in Q4 2017 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold HZO as of Q2 2020.

TrueWealth LLC held 300 shares of MarineMax worth $7K as of Q2 2020.
TrueWealth LLC left its MarineMax share count unchanged in Q2 2020.
MarineMax made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #525 holding.
TrueWealth LLC first reported a position in MarineMax in Q4 2017 and has held it in 11 quarters since.
154 funds tracked by Wall St. Rank held MarineMax as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.