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Caerus Investors’s Malibu Boats MBUU Stock Holding History

Caerus Investors’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
Q2 		– Sell
-76,519
Closed -$2.54M – 35
2018
Q1 		$2.54M Sell
76,519
-80,458
-51% -$2.62M 1.66% 23
2017
Q4 		$4.67M Buy
+156,977
New +$4.79M 3.41% 14

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Caerus Investors's MBUU Position: Q2 2018 in Review

Caerus Investors sold out of Malibu Boats (MBUU) in Q2 2018, closing a stake of 76,519 shares — an estimated $2.54M sold.

Caerus Investors first reported a position in MBUU in Q4 2017 and held it in 2 quarters. The position peaked at $4.67M in Q4 2017. 158 funds tracked by Wall St. Rank hold MBUU as of Q2 2018.

  • Caerus Investors reported no remaining Malibu Boats position as of Q2 2018 after selling out during the quarter.
  • Caerus Investors sold 76,519 Malibu Boats shares in Q2 2018, an estimated $2.54M.
  • Caerus Investors first reported a position in Malibu Boats in Q4 2017 and held it in 2 quarters.
  • Caerus Investors's Malibu Boats position peaked at $4.67M in Q4 2017.
  • 158 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2018.

Based on Caerus Investors's 13F filing for Q2 2018, filed 14 Aug 2018.