TrustCore Financial Services’s MarineMax HZO Stock Holding History

TrustCore Financial Services’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
2022 Q4	$15K	Hold	480	–	–	﹤0.01%	649
2022 Q3	$14K	Hold	480	–	–	﹤0.01%	681
2022 Q2	$17K	Hold	480	–	–	﹤0.01%	665
2022 Q1	$19K	Hold	480	–	–	﹤0.01%	659
2021 Q4	$28K	Hold	480	–	–	﹤0.01%	553
2021 Q3	$23K	Hold	480	–	–	﹤0.01%	622
2021 Q2	$23K	Sell	480 -220	-31%	-$11.5K	﹤0.01%	604
2021 Q1	$35K	Hold	700	–	–	﹤0.01%	500
2020 Q4	$25K	Hold	700	–	–	﹤0.01%	524
2020 Q3	$18K	Buy	+700	New	+$19.2K	﹤0.01%	518

Other funds holding HZO

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TrustCore Financial Services's HZO Position: Q4 2022 in Review

TrustCore Financial Services held its MarineMax (HZO) position steady in Q4 2022 at 480 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

TrustCore Financial Services first reported a position in HZO in Q3 2020 and has held it in 10 quarters since. The position peaked at $35K in Q1 2021. 204 funds tracked by Wall St. Rank hold HZO as of Q4 2022.

TrustCore Financial Services held 480 shares of MarineMax worth $15K as of Q4 2022.
TrustCore Financial Services left its MarineMax share count unchanged in Q4 2022.
MarineMax made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #649 holding.
TrustCore Financial Services first reported a position in MarineMax in Q3 2020 and has held it in 10 quarters since.
TrustCore Financial Services's MarineMax position peaked at $35K in Q1 2021.
204 funds tracked by Wall St. Rank held MarineMax as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.