Bogle Investment Management’s Malibu Boats MBUU Stock Holding History

Bogle Investment Management’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
2019 Q1	–	Sell	-9,503	Closed	-$331K	–	343
2018 Q4	$331K	Buy	+9,503	New	+$418K	0.03%	294
2017 Q4	–	Sell	-46,051	Closed	-$1.46M	–	322
2017 Q3	$1.46M	Buy	+46,051	New	+$1.27M	0.1%	178
2015 Q1	–	Sell	-18,757	Closed	-$361K	–	383
2014 Q4	$361K	Sell	18,757 -39,341	-68%	-$711K	0.02%	312
2014 Q3	$1.07M	Buy	58,098 +17,870	+44%	+$353K	0.07%	241
2014 Q2	$808K	Buy	+40,228	New	+$829K	0.05%	248

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bogle Investment Management's MBUU Position: Q1 2019 in Review

Bogle Investment Management sold out of Malibu Boats (MBUU) in Q1 2019, closing a stake of 9,503 shares — an estimated $331K sold.

Bogle Investment Management first reported a position in MBUU in Q2 2014 and held it in 5 quarters. The position peaked at $1.46M in Q3 2017. 172 funds tracked by Wall St. Rank hold MBUU as of Q1 2019.

Bogle Investment Management reported no remaining Malibu Boats position as of Q1 2019 after selling out during the quarter.
Bogle Investment Management sold 9,503 Malibu Boats shares in Q1 2019, an estimated $331K.
Bogle Investment Management first reported a position in Malibu Boats in Q2 2014 and held it in 5 quarters.
Bogle Investment Management's Malibu Boats position peaked at $1.46M in Q3 2017.
172 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.