Guardian Wealth Management (Illinois)’s MasterCraft Boat Holdings MCFT Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio MCFT Stock Details MCFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-61,621	Closed	-$1.37M	–	264
2023 Q3	$1.37M	Buy	61,621 +434	+0.7%	+$11.2K	1.28%	34
2023 Q2	$1.88M	Buy	61,187 +3,028	+5%	+$87.4K	1.71%	26
2023 Q1	$1.77M	Buy	58,159 +6,973	+14%	+$217K	1.7%	25
2022 Q4	$1.32M	Buy	51,186 +8,702	+20%	+$205K	1.3%	30
2022 Q3	$801K	Buy	42,484 +1,960	+5%	+$45.1K	0.91%	44
2022 Q2	$853K	Buy	40,524 +4,457	+12%	+$103K	0.92%	46
2022 Q1	$888K	Buy	36,067 +3,965	+12%	+$105K	0.88%	49
2021 Q4	$909K	Buy	+32,102	New	+$877K	0.88%	48

Other funds holding MCFT

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s MCFT Position: Q4 2023 in Review

Guardian Wealth Management (Illinois) sold out of MasterCraft Boat Holdings (MCFT) in Q4 2023, closing a stake of 61,621 shares — an estimated $1.37M sold.

Guardian Wealth Management (Illinois) first reported a position in MCFT in Q4 2021 and held it in 8 quarters. The position peaked at $1.88M in Q2 2023. 131 funds tracked by Wall St. Rank hold MCFT as of Q4 2023.

Guardian Wealth Management (Illinois) reported no remaining MasterCraft Boat Holdings position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 61,621 MasterCraft Boat Holdings shares in Q4 2023, an estimated $1.37M.
Guardian Wealth Management (Illinois) first reported a position in MasterCraft Boat Holdings in Q4 2021 and held it in 8 quarters.
Guardian Wealth Management (Illinois)'s MasterCraft Boat Holdings position peaked at $1.88M in Q2 2023.
131 funds tracked by Wall St. Rank held MasterCraft Boat Holdings as of Q4 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2023, filed 14 Feb 2024.