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Wellington Shields Capital Management’s MarineMax HZO Stock Holding History

Wellington Shields Capital 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
2022
Q2 		– Sell
-58,360
Closed -$2.35M – 308
2022
Q1 		$2.35M Hold
58,360
– – 0.26% 62
2021
Q4 		$3.45M Buy
58,360
+846
+1% +$45.3K 0.44% 53
2021
Q3 		$2.79M Buy
+57,514
New +$2.87M 0.38% 48

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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Shields Capital Management's HZO Position: Q2 2022 in Review

Wellington Shields Capital Management sold out of MarineMax (HZO) in Q2 2022, closing a stake of 58,360 shares — an estimated $2.35M sold.

Wellington Shields Capital Management first reported a position in HZO in Q3 2021 and held it in 3 quarters. The position peaked at $3.45M in Q4 2021. 212 funds tracked by Wall St. Rank hold HZO as of Q2 2022.

  • Wellington Shields Capital Management reported no remaining MarineMax position as of Q2 2022 after selling out during the quarter.
  • Wellington Shields Capital Management sold 58,360 MarineMax shares in Q2 2022, an estimated $2.35M.
  • Wellington Shields Capital Management first reported a position in MarineMax in Q3 2021 and held it in 3 quarters.
  • Wellington Shields Capital Management's MarineMax position peaked at $3.45M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held MarineMax as of Q2 2022.

Based on Wellington Shields Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.