LK Balanced Fund HZO Holdings History
LK Balanced Fund's MarineMax Inc Holding Summary
As of 2025-03-31, Managed Portfolio Series held 7,910.00 shares of MarineMax Inc(HZO), totaling $170,070.00. This investment constitutes 0.84% of their stock portfolio, and Managed Portfolio Series now holds 0.04% of the outstanding MarineMax Inc(HZO) stock.
The initial trade took place in 2022Q2. And since then LK Balanced Fund has made 2 purchases of HZO, at an average price of $35.10, for a total of 16,910.00 shares. In addition, there have been 1 sales at an average price of $32.62 for 9,000.00 shares. Based on historical transaction data and HZO's current price of $24.71, LK Balanced Fund's estimated gain on his HZO holdings is $-104,426.00, reflecting a -17.60% gain to date.
LK Balanced Fund HZO ($24.71) Holding Chart
LK Balanced Fund HZO ($24.71) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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