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Wellington Shields & Co’s MarineMax HZO Stock Holding History

Wellington Shields & 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
Q2 		– Sell
-42,417
Closed -$1.71M – 288
2022
Q1 		$1.71M Hold
42,417
– – 0.56% 45
2021
Q4 		$2.5M Sell
42,417
-847
-2% -$45.3K 0.5% 28
2021
Q3 		$2.1M Buy
+43,264
New +$2.16M 0.73% 31

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 & Co's HZO Position: Q2 2022 in Review

Wellington Shields & Co sold out of MarineMax (HZO) in Q2 2022, closing a stake of 42,417 shares — an estimated $1.71M sold.

Wellington Shields & Co first reported a position in HZO in Q3 2021 and held it in 3 quarters. The position peaked at $2.5M in Q4 2021. 212 funds tracked by Wall St. Rank hold HZO as of Q2 2022.

  • Wellington Shields & Co reported no remaining MarineMax position as of Q2 2022 after selling out during the quarter.
  • Wellington Shields & Co sold 42,417 MarineMax shares in Q2 2022, an estimated $1.71M.
  • Wellington Shields & Co first reported a position in MarineMax in Q3 2021 and held it in 3 quarters.
  • Wellington Shields & Co's MarineMax position peaked at $2.5M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held MarineMax as of Q2 2022.

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