Wellington Management Group
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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 – 2238
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
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

Wellington Management Group's HZO Position: Q3 2022 in Review

Wellington Management Group sold out of MarineMax (HZO) in Q3 2022, closing a stake of 14,332 shares — an estimated $518K sold.

Wellington Management Group first reported a position in HZO in Q4 2013 and held it in 11 quarters. The position peaked at $17.9M in Q4 2019. 198 funds tracked by Wall St. Rank hold HZO as of Q3 2022.

  • Wellington Management Group reported no remaining MarineMax position as of Q3 2022 after selling out during the quarter.
  • Wellington Management Group sold 14,332 MarineMax shares in Q3 2022, an estimated $518K.
  • Wellington Management Group first reported a position in MarineMax in Q4 2013 and held it in 11 quarters.
  • Wellington Management Group's MarineMax position peaked at $17.9M in Q4 2019.
  • 198 funds tracked by Wall St. Rank held MarineMax as of Q3 2022.

Based on Wellington Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.