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James Investment Research’s Malibu Boats MBUU Stock Holding History

James Investment Research’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
Q1 		– Sell
-30,700
Closed -$1.07M – 872
2018
Q4 		$1.07M Buy
+30,700
New +$1.35M 0.07% 304

Other funds holding MBUU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

James Investment Research's MBUU Position: Q1 2019 in Review

James Investment Research sold out of Malibu Boats (MBUU) in Q1 2019, closing a stake of 30,700 shares — an estimated $1.07M sold.

James Investment Research first reported a position in MBUU in Q4 2018 and held it in 1 quarter. The position peaked at $1.07M in Q4 2018. 172 funds tracked by Wall St. Rank hold MBUU as of Q1 2019.

  • James Investment Research reported no remaining Malibu Boats position as of Q1 2019 after selling out during the quarter.
  • James Investment Research sold 30,700 Malibu Boats shares in Q1 2019, an estimated $1.07M.
  • James Investment Research first reported a position in Malibu Boats in Q4 2018 and held it in 1 quarter.
  • James Investment Research's Malibu Boats position peaked at $1.07M in Q4 2018.
  • 172 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2019.

Based on James Investment Research's 13F filing for Q1 2019, filed 26 Apr 2019.