Bowling Portfolio Management’s Malibu Boats MBUU Stock Holding History

Bowling Portfolio 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
2020 Q1	–	Sell	-6,404	Closed	-$262K	–	365
2019 Q4	$262K	Sell	6,404 -35,725	-85%	-$1.29M	0.04%	300
2019 Q3	$1.29M	Buy	42,129 +6,246	+17%	+$193K	0.22%	168
2019 Q2	$1.39M	Buy	+35,883	New	+$1.43M	0.23%	170
2018 Q2	–	Sell	-13,318	Closed	-$442K	–	367
2018 Q1	$442K	Sell	13,318 -44,449	-77%	-$1.45M	0.06%	296
2017 Q4	$1.72M	Buy	57,767 +10,799	+23%	+$329K	0.23%	155
2017 Q3	$1.49M	Sell	46,968 -10,646	-18%	-$294K	0.22%	147
2017 Q2	$1.49M	Buy	+57,614	New	+$1.36M	0.22%	134

Other funds holding MBUU

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

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

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

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

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

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

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

NPIC

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

Bowling Portfolio Management's MBUU Position: Q1 2020 in Review

Bowling Portfolio Management sold out of Malibu Boats (MBUU) in Q1 2020, closing a stake of 6,404 shares — an estimated $262K sold.

Bowling Portfolio Management first reported a position in MBUU in Q2 2017 and held it in 7 quarters. The position peaked at $1.72M in Q4 2017. 156 funds tracked by Wall St. Rank hold MBUU as of Q1 2020.

Bowling Portfolio Management reported no remaining Malibu Boats position as of Q1 2020 after selling out during the quarter.
Bowling Portfolio Management sold 6,404 Malibu Boats shares in Q1 2020, an estimated $262K.
Bowling Portfolio Management first reported a position in Malibu Boats in Q2 2017 and held it in 7 quarters.
Bowling Portfolio Management's Malibu Boats position peaked at $1.72M in Q4 2017.
156 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.