Curi RMB Capital’s Malibu Boats MBUU Stock Holding History

Curi RMB Capital’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	-7,000	Closed	-$287K	–	726
2019 Q4	$287K	Buy	+7,000	New	+$253K	0.01%	563

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

Curi RMB Capital's MBUU Position: Q1 2020 in Review

Curi RMB Capital sold out of Malibu Boats (MBUU) in Q1 2020, closing a stake of 7,000 shares — an estimated $287K sold.

Curi RMB Capital first reported a position in MBUU in Q4 2019 and held it in 1 quarter. The position peaked at $287K in Q4 2019. 156 funds tracked by Wall St. Rank hold MBUU as of Q1 2020.

Curi RMB Capital reported no remaining Malibu Boats position as of Q1 2020 after selling out during the quarter.
Curi RMB Capital sold 7,000 Malibu Boats shares in Q1 2020, an estimated $287K.
Curi RMB Capital first reported a position in Malibu Boats in Q4 2019 and held it in 1 quarter.
Curi RMB Capital's Malibu Boats position peaked at $287K in Q4 2019.
156 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2020.

Based on Curi RMB Capital's 13F filing for Q1 2020, filed 11 May 2020.