Wellington Management Group

Wellington Management Group’s MarineMax HZO Stock Holding History

Wellington Management Group’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	-14,332	Closed	-$518K	–	2078
2022 Q2	$518K	Buy	+14,332	New	+$576K	﹤0.01%	1825
2020 Q3	–	Sell	-729,706	Closed	-$16.3M	–	1935
2020 Q2	$16.3M	Sell	729,706 -211,330	-22%	-$3.48M	﹤0.01%	965
2020 Q1	$9.81M	Sell	941,036 -128,582	-12%	-$2.09M	﹤0.01%	1040
2019 Q4	$17.9M	Buy	1,069,618 +213,086	+25%	+$3.47M	﹤0.01%	1014
2019 Q3	$13.3M	Buy	856,532 +86,088	+11%	+$1.32M	﹤0.01%	1075
2019 Q2	$12.7M	Buy	+770,444	New	+$13.3M	﹤0.01%	1134
2018 Q4	–	Sell	-708,609	Closed	-$15.1M	–	2113
2018 Q3	$15.1M	Buy	+708,609	New	+$14.8M	﹤0.01%	1171
2017 Q3	–	Sell	-110,765	Closed	-$2.17M	–	2239
2017 Q2	$2.17M	Buy	+110,765	New	+$2.17M	﹤0.01%	1681
2014 Q3	–	Sell	-120,730	Closed	-$2.02M	–	2198
2014 Q2	$2.02M	Buy	120,730 +100,895	+509%	+$1.59M	﹤0.01%	1680
2014 Q1	$302K	Sell	19,835 -602	-3%	-$9.13K	﹤0.01%	2066
2013 Q4	$329K	Buy	+20,437	New	+$308K	﹤0.01%	2061

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