WAM
HZO icon

Wakefield Asset Management’s MarineMax HZO Stock Holding History

Wakefield Asset 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
2023
Q1 		– Sell
-16,284
Closed -$508K – 184
2022
Q4 		$508K Buy
16,284
+50
+0.3% +$1.57K 0.21% 129
2022
Q3 		$484K Buy
16,234
+38
+0.2% +$1.42K 0.22% 125
2022
Q2 		$585K Buy
16,196
+82
+0.5% +$3.29K 0.25% 118
2022
Q1 		$649K Buy
16,114
+174
+1% +$8.18K 0.23% 128
2021
Q4 		$941K Buy
+15,940
New +$853K 0.32% 93
2019
Q2 		– Sell
-27,120
Closed -$520K – 200
2019
Q1 		$520K Buy
27,120
+7,371
+37% +$140K 0.19% 126
2018
Q4 		$362K Buy
+19,749
New +$412K 0.16% 119

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State Street
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BBCM
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Citadel Advisors
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Geode Capital Management
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PMG
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return