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Jefferies Group’s Malibu Boats MBUU Stock Holding History

Jefferies Group’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
-12,217
Closed -$375K – 2800
2019
Q3 		$375K Buy
12,217
+4,217
+53% +$130K ﹤0.01% 2045
2019
Q2 		$311K Buy
8,000
+2,558
+47% +$102K ﹤0.01% 1906
2019
Q1 		$215K Buy
+5,442
New +$225K ﹤0.01% 1921
2018
Q4 		– Sell
-4,041
Closed -$221K – 2375
2018
Q3 		$221K Buy
+4,041
New +$180K ﹤0.01% 2060
2015
Q3 		– Sell
-354
Closed -$7K – 2729
2015
Q2 		$7K Buy
+354
New +$7.66K ﹤0.01% 2917

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
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

Jefferies Group's MBUU Position: Q4 2019 in Review

Jefferies Group sold out of Malibu Boats (MBUU) in Q4 2019, closing a stake of 12,217 shares — an estimated $375K sold.

Jefferies Group first reported a position in MBUU in Q2 2015 and held it in 5 quarters. The position peaked at $375K in Q3 2019. 149 funds tracked by Wall St. Rank hold MBUU as of Q4 2019.

  • Jefferies Group reported no remaining Malibu Boats position as of Q4 2019 after selling out during the quarter.
  • Jefferies Group sold 12,217 Malibu Boats shares in Q4 2019, an estimated $375K.
  • Jefferies Group first reported a position in Malibu Boats in Q2 2015 and held it in 5 quarters.
  • Jefferies Group's Malibu Boats position peaked at $375K in Q3 2019.
  • 149 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.