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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Walthausen & Co's HZO Position: Q3 2022 in Review

Walthausen & Co sold out of MarineMax (HZO) in Q3 2022, closing a stake of 21,720 shares — an estimated $785K sold.

Walthausen & Co first reported a position in HZO in Q3 2018 and held it in 16 quarters. The position peaked at $2.18M in Q1 2021. 198 funds tracked by Wall St. Rank hold HZO as of Q3 2022.

  • Walthausen & Co reported no remaining MarineMax position as of Q3 2022 after selling out during the quarter.
  • Walthausen & Co sold 21,720 MarineMax shares in Q3 2022, an estimated $785K.
  • Walthausen & Co first reported a position in MarineMax in Q3 2018 and held it in 16 quarters.
  • Walthausen & Co's MarineMax position peaked at $2.18M in Q1 2021.
  • 198 funds tracked by Wall St. Rank held MarineMax as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.