Cavalier Investments’s Malibu Boats MBUU Stock Holding History

Cavalier Investments’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	–	Sell	-18,344	Closed	-$713K	–	130
2019 Q2	$713K	Hold	18,344	–	–	0.3%	66
2019 Q1	$726K	Hold	18,344	–	–	0.3%	80
2018 Q4	$638K	Buy	18,344 +8,300	+83%	+$365K	0.21%	88
2018 Q3	$550K	Hold	10,044	–	–	0.16%	111
2018 Q2	$421K	Hold	10,044	–	–	0.14%	124
2018 Q1	$334K	Hold	10,044	–	–	0.12%	123
2017 Q4	$299K	Hold	10,044	–	–	0.12%	123
2017 Q3	$318K	Buy	+10,044	New	+$278K	0.15%	112

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

Cavalier Investments's MBUU Position: Q3 2019 in Review

Cavalier Investments sold out of Malibu Boats (MBUU) in Q3 2019, closing a stake of 18,344 shares — an estimated $713K sold.

Cavalier Investments first reported a position in MBUU in Q3 2017 and held it in 8 quarters. The position peaked at $726K in Q1 2019. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

Cavalier Investments reported no remaining Malibu Boats position as of Q3 2019 after selling out during the quarter.
Cavalier Investments sold 18,344 Malibu Boats shares in Q3 2019, an estimated $713K.
Cavalier Investments first reported a position in Malibu Boats in Q3 2017 and held it in 8 quarters.
Cavalier Investments's Malibu Boats position peaked at $726K in Q1 2019.
145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Cavalier Investments's 13F filing for Q3 2019, filed 6 Nov 2019.