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UBS’s MarineMax HZO Stock Holding History

UBS’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
2014
Q3 		$23K Sell
1,362
-594
-30% -$10.3K ﹤0.01% 7813
2014
Q2 		$33K Sell
1,956
-1,973
-50% -$31.1K ﹤0.01% 7415
2014
Q1 		$59K Buy
3,929
+1,891
+93% +$28.7K ﹤0.01% 6626
2013
Q4 		$33K Sell
2,038
-3,983
-66% -$60.1K ﹤0.01% 7511
2013
Q3 		$74K Buy
6,021
+3,437
+133% +$41.1K ﹤0.01% 6360
2013
Q2 		$30K Buy
+2,584
New +$31.3K ﹤0.01% 7378

Other funds holding HZO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's HZO Position: Q3 2014 in Review

UBS reduced its MarineMax (HZO) stake by 30% in Q3 2014, selling an estimated $10.3K and leaving 1,362 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #7813.

UBS first reported a position in HZO in Q2 2013 and has held it in 6 quarters since. The position peaked at $74K in Q3 2013. 151 funds tracked by Wall St. Rank hold HZO as of Q3 2014.

  • UBS held 1,362 shares of MarineMax worth $23K as of Q3 2014.
  • UBS sold 594 MarineMax shares in Q3 2014, an estimated $10.3K.
  • MarineMax made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7813 holding.
  • UBS first reported a position in MarineMax in Q2 2013 and has held it in 6 quarters since.
  • UBS's MarineMax position peaked at $74K in Q3 2013.
  • 151 funds tracked by Wall St. Rank held MarineMax as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.