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Whitney & Co’s MarineMax HZO Stock Holding History

Whitney & 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
2018
Q4 		– Sell
-86
Closed -$2K – 261
2018
Q3 		$2K Buy
+86
New +$1.8K ﹤0.01% 458

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Whitney & Co's HZO Position: Q4 2018 in Review

Whitney & Co sold out of MarineMax (HZO) in Q4 2018, closing a stake of 86 shares — an estimated $2K sold.

Whitney & Co first reported a position in HZO in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 168 funds tracked by Wall St. Rank hold HZO as of Q4 2018.

  • Whitney & Co reported no remaining MarineMax position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 86 MarineMax shares in Q4 2018, an estimated $2K.
  • Whitney & Co first reported a position in MarineMax in Q3 2018 and held it in 1 quarter.
  • Whitney & Co's MarineMax position peaked at $2K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held MarineMax as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.