Brown Advisory’s Malibu Boats MBUU Stock Holding History

Brown Advisory’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
2018 Q4	–	Sell	-3,648	Closed	-$200K	–	1307
2018 Q3	$200K	Sell	3,648 -1,957	-35%	-$87K	﹤0.01%	1267
2018 Q2	$235K	Buy	+5,605	New	+$224K	﹤0.01%	1180

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Brown Advisory's MBUU Position: Q4 2018 in Review

Brown Advisory sold out of Malibu Boats (MBUU) in Q4 2018, closing a stake of 3,648 shares — an estimated $200K sold.

Brown Advisory first reported a position in MBUU in Q2 2018 and held it in 2 quarters. The position peaked at $235K in Q2 2018. 154 funds tracked by Wall St. Rank hold MBUU as of Q4 2018.

Brown Advisory reported no remaining Malibu Boats position as of Q4 2018 after selling out during the quarter.
Brown Advisory sold 3,648 Malibu Boats shares in Q4 2018, an estimated $200K.
Brown Advisory first reported a position in Malibu Boats in Q2 2018 and held it in 2 quarters.
Brown Advisory's Malibu Boats position peaked at $235K in Q2 2018.
154 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2018.

Based on Brown Advisory's 13F filing for Q4 2018, filed 13 Feb 2019.