Walthausen & Co’s MarineMax HZO Stock Holding History

Walthausen & Co’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 Q3	–	Sell	-21,720	Closed	-$785K	–	114
2022 Q2	$785K	Sell	21,720 -10,890	-33%	-$438K	0.35%	131
2022 Q1	$1.31M	Buy	32,610 +220	+0.7%	+$10.3K	0.37%	136
2021 Q4	$1.91M	Sell	32,390 -3,160	-9%	-$169K	0.5%	126
2021 Q3	$1.73M	Sell	35,550 -8,560	-19%	-$427K	0.44%	132
2021 Q2	$2.15M	Hold	44,110	–	–	0.47%	123
2021 Q1	$2.18M	Buy	44,110 +4,860	+12%	+$229K	0.46%	112
2020 Q4	$1.38M	Sell	39,250 -5,090	-11%	-$159K	0.38%	126
2020 Q3	$1.14M	Sell	44,340 -34,770	-44%	-$956K	0.24%	119
2020 Q2	$1.77M	Sell	79,110 -11,470	-13%	-$189K	0.36%	89
2020 Q1	$944K	Buy	90,580 +6,070	+7%	+$98.9K	0.2%	113
2019 Q4	$1.41M	Buy	84,510 +5,840	+7%	+$95.2K	0.18%	127
2019 Q3	$1.22M	Hold	78,670	–	–	0.17%	118
2019 Q2	$1.29M	Hold	78,670	–	–	0.17%	116
2019 Q1	$1.51M	Buy	78,670 +15,730	+25%	+$299K	0.2%	105
2018 Q4	$1.15M	Sell	62,940 -6,200	-9%	-$129K	0.16%	121
2018 Q3	$1.47M	Buy	+69,140	New	+$1.44M	0.14%	111

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

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

Dimensional Fund Advisors

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

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

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

Arrowstreet Capital

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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

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