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Emerald Advisers’s Malibu Boats MBUU Stock Holding History

Emerald Advisers’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
-20,497
Closed -$796K – 256
2019
Q2 		$796K Buy
20,497
+1,382
+7% +$54.9K 0.03% 160
2019
Q1 		$757K Buy
+19,115
New +$791K 0.03% 185
2016
Q4 		– Sell
-249,370
Closed -$3.72M – 291
2016
Q3 		$3.72M Sell
249,370
-42,438
-15% -$580K 0.17% 154
2016
Q2 		$3.52M Sell
291,808
-73,156
-20% -$1.07M 0.17% 152
2016
Q1 		$5.99M Buy
364,964
+3,440
+1% +$50.2K 0.29% 114
2015
Q4 		$5.92M Buy
361,524
+70,915
+24% +$1.07M 0.28% 114
2015
Q3 		$4.06M Buy
290,609
+7,034
+2% +$127K 0.21% 141
2015
Q2 		$5.7M Buy
283,575
+5,170
+2% +$112K 0.27% 116
2015
Q1 		$6.13M Buy
278,405
+1,720
+0.6% +$35.7K 0.31% 109
2014
Q4 		$5.33M Buy
276,685
+15,310
+6% +$277K 0.28% 115
2014
Q3 		$4.84M Buy
261,375
+35,112
+16% +$693K 0.29% 121
2014
Q2 		$4.55M Sell
226,263
-14,250
-6% -$294K 0.26% 134
2014
Q1 		$5.34M Buy
+240,513
New +$4.8M 0.3% 118

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Emerald Advisers's MBUU Position: Q3 2019 in Review

Emerald Advisers sold out of Malibu Boats (MBUU) in Q3 2019, closing a stake of 20,497 shares — an estimated $796K sold.

Emerald Advisers first reported a position in MBUU in Q1 2014 and held it in 13 quarters. The position peaked at $6.13M in Q1 2015. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

  • Emerald Advisers reported no remaining Malibu Boats position as of Q3 2019 after selling out during the quarter.
  • Emerald Advisers sold 20,497 Malibu Boats shares in Q3 2019, an estimated $796K.
  • Emerald Advisers first reported a position in Malibu Boats in Q1 2014 and held it in 13 quarters.
  • Emerald Advisers's Malibu Boats position peaked at $6.13M in Q1 2015.
  • 145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Emerald Advisers's 13F filing for Q3 2019, filed 31 Oct 2019.