Financial Gravity Asset Management’s Malibu Boats MBUU Stock Holding History

Financial Gravity Asset Management’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 Q4	–	Sell	-14	Closed	–	–	1586
2019 Q3	$0	Buy	14 +5	+56%	+$154	﹤0.01%	1415
2019 Q2	$0	Buy	9 +5	+125%	+$199	﹤0.01%	1493
2019 Q1	$0	Buy	+4	New	+$165	﹤0.01%	1446
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	1180
2018 Q2	$1K	Sell	27 -31	-53%	-$1.24K	﹤0.01%	1205
2018 Q1	$2K	Buy	+58	New	+$1.89K	﹤0.01%	970

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Financial Gravity Asset Management's MBUU Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Malibu Boats (MBUU) in Q4 2019, closing a stake of 14 shares.

Financial Gravity Asset Management first reported a position in MBUU in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q1 2018. 149 funds tracked by Wall St. Rank hold MBUU as of Q4 2019.

Financial Gravity Asset Management reported no remaining Malibu Boats position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 14 Malibu Boats shares in Q4 2019.
Financial Gravity Asset Management first reported a position in Malibu Boats in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Malibu Boats position peaked at $2K in Q1 2018.
149 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.