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USA Financial Formulas’s MarineMax HZO Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-1,320
Closed -$34K – 364
2020
Q3 		$34K Buy
+1,320
New +$36.3K 0.03% 143
2015
Q2 		– Sell
-41,639
Closed -$1.1M – 240
2015
Q1 		$1.1M Buy
+41,639
New +$1.02M 0.36% 68

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

USA Financial Formulas's HZO Position: Q4 2020 in Review

USA Financial Formulas sold out of MarineMax (HZO) in Q4 2020, closing a stake of 1,320 shares — an estimated $34K sold.

USA Financial Formulas first reported a position in HZO in Q1 2015 and held it in 2 quarters. The position peaked at $1.1M in Q1 2015. 185 funds tracked by Wall St. Rank hold HZO as of Q4 2020.

  • USA Financial Formulas reported no remaining MarineMax position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 1,320 MarineMax shares in Q4 2020, an estimated $34K.
  • USA Financial Formulas first reported a position in MarineMax in Q1 2015 and held it in 2 quarters.
  • USA Financial Formulas's MarineMax position peaked at $1.1M in Q1 2015.
  • 185 funds tracked by Wall St. Rank held MarineMax as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.