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Yorktown Management & Research Company’s MarineMax HZO Stock Holding History

Yorktown Management & Research Company’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
2017
Q3 		– Sell
-12,000
Closed -$235K – 395
2017
Q2 		$235K Hold
12,000
– – 0.07% 254
2017
Q1 		$260K Hold
12,000
– – 0.07% 237
2016
Q4 		$232K Buy
+12,000
New +$232K 0.06% 297

Other funds holding HZO

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EAM
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IAM
Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Yorktown Management & Research Company's HZO Position: Q3 2017 in Review

Yorktown Management & Research Company sold out of MarineMax (HZO) in Q3 2017, closing a stake of 12,000 shares — an estimated $235K sold.

Yorktown Management & Research Company first reported a position in HZO in Q4 2016 and held it in 3 quarters. The position peaked at $260K in Q1 2017. 118 funds tracked by Wall St. Rank hold HZO as of Q3 2017.

  • Yorktown Management & Research Company reported no remaining MarineMax position as of Q3 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 12,000 MarineMax shares in Q3 2017, an estimated $235K.
  • Yorktown Management & Research Company first reported a position in MarineMax in Q4 2016 and held it in 3 quarters.
  • Yorktown Management & Research Company's MarineMax position peaked at $260K in Q1 2017.
  • 118 funds tracked by Wall St. Rank held MarineMax as of Q3 2017.

Based on Yorktown Management & Research Company's 13F filing for Q3 2017, filed 8 Nov 2017.