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AlphaOne Investment Services’s Malibu Boats MBUU Stock Holding History

AlphaOne Investment Services’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$795K Buy
15,300
+190
+1% +$7.59K 1% 28
2020
Q1 		$435K Buy
15,110
+3,563
+31% +$141K 0.73% 30
2019
Q4 		$473K Buy
11,547
+2,123
+23% +$76.7K 0.79% 26
2019
Q3 		$290K Buy
9,424
+3,487
+59% +$108K 0.48% 38
2019
Q2 		$230K Buy
5,937
+5,008
+539% +$199K 0.18% 117
2019
Q1 		$37K Buy
929
+63
+7% +$2.61K 0.02% 137
2018
Q4 		$30K Buy
866
+342
+65% +$15K 0.01% 141
2018
Q3 		$29K Buy
524
+83
+19% +$3.69K 0.01% 164
2018
Q2 		$18K Sell
441
-1,974
-82% -$78.7K 0.01% 196
2018
Q1 		$80K Buy
2,415
+106
+5% +$3.45K 0.02% 242
2017
Q4 		$69K Sell
2,309
-459
-17% -$14K 0.02% 186
2017
Q3 		$88K Buy
+2,768
New +$76.5K 0.02% 163

Other funds holding MBUU

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AlphaOne Investment Services's MBUU Position: Q2 2020 in Review

AlphaOne Investment Services increased its Malibu Boats (MBUU) stake by 1.3% in Q2 2020, buying an estimated $7.59K and bringing the position to 15,300 shares worth $795K. The position accounts for 1% of the portfolio, ranked #28.

AlphaOne Investment Services first reported a position in MBUU in Q3 2017 and has held it in 12 quarters since. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2020.

  • AlphaOne Investment Services held 15,300 shares of Malibu Boats worth $795K as of Q2 2020.
  • AlphaOne Investment Services bought 190 Malibu Boats shares in Q2 2020, an estimated $7.59K.
  • Malibu Boats made up 1% of AlphaOne Investment Services's portfolio in Q2 2020, its #28 holding.
  • AlphaOne Investment Services first reported a position in Malibu Boats in Q3 2017 and has held it in 12 quarters since.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2020.

Based on AlphaOne Investment Services's 13F filing for Q2 2020, filed 14 Aug 2020.