Boston Advisors’s Malibu Boats MBUU Stock Holding History

Boston Advisors’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 Q3	$2.67M	Buy	86,900 +38,440	+79%	+$1.19M	0.14%	198
2019 Q2	$1.88M	Sell	48,460 -186	-0.4%	-$7.39K	0.1%	230
2019 Q1	$1.93M	Buy	48,646 +305	+0.6%	+$12.6K	0.1%	234
2018 Q4	$1.68M	Sell	48,341 -87,487	-64%	-$3.84M	0.1%	235
2018 Q3	$7.43M	Sell	135,828 -32,065	-19%	-$1.42M	0.32%	78
2018 Q2	$7.04M	Sell	167,893 -40,359	-19%	-$1.61M	0.18%	117
2018 Q1	$6.92M	Buy	208,252 +9,392	+5%	+$306K	0.18%	119
2017 Q4	$5.91M	Sell	198,860 -8,670	-4%	-$264K	0.13%	187
2017 Q3	$6.57M	Buy	207,530 +305	+0.1%	+$8.43K	0.15%	168
2017 Q2	$5.36M	Buy	+207,225	New	+$4.89M	0.12%	207

Other funds holding MBUU

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

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Boston Advisors's MBUU Position: Q3 2019 in Review

Boston Advisors increased its Malibu Boats (MBUU) stake by 79% in Q3 2019, buying an estimated $1.19M and bringing the position to 86,900 shares worth $2.67M. The position accounts for 0.14% of the portfolio, ranked #198.

Boston Advisors first reported a position in MBUU in Q2 2017 and has held it in 10 quarters since. The position peaked at $7.43M in Q3 2018. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

Boston Advisors held 86,900 shares of Malibu Boats worth $2.67M as of Q3 2019.
Boston Advisors bought 38,440 Malibu Boats shares in Q3 2019, an estimated $1.19M.
Malibu Boats made up 0.14% of Boston Advisors's portfolio in Q3 2019, its #198 holding.
Boston Advisors first reported a position in Malibu Boats in Q2 2017 and has held it in 10 quarters since.
Boston Advisors's Malibu Boats position peaked at $7.43M in Q3 2018.
145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.