Jim Simons’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Jim Simons’s Portfolio MB Stock Details MB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-72,700	Closed	-$2.96M	–	3766
2018 Q3	$2.96M	Sell	72,700 -559,900	-89%	-$21.9M	﹤0.01%	2091
2018 Q2	$24.4M	Sell	632,600 -267,800	-30%	-$10.5M	0.03%	806
2018 Q1	$35M	Buy	900,400 +55,001	+7%	+$1.96M	0.04%	596
2017 Q4	$25.7M	Sell	845,399 -380,001	-31%	-$11.7M	0.03%	789
2017 Q3	$31.7M	Buy	1,225,400 +114,500	+10%	+$2.84M	0.04%	635
2017 Q2	$30.2M	Buy	1,110,900 +340,300	+44%	+$9.36M	0.04%	619
2017 Q1	$21.2M	Buy	770,600 +133,800	+21%	+$3.44M	0.03%	764
2016 Q4	$13.6M	Buy	636,800 +62,600	+11%	+$1.27M	0.02%	1029
2016 Q3	$11.3M	Buy	574,200 +418,700	+269%	+$7.33M	0.02%	1073
2016 Q2	$2.51M	Buy	+155,500	New	+$2.18M	﹤0.01%	2066
2016 Q1	–	Sell	-74,300	Closed	-$1.12M	–	3628
2015 Q4	$1.12M	Buy	74,300 +45,600	+159%	+$735K	﹤0.01%	2409
2015 Q3	$449K	Buy	+28,700	New	+$379K	﹤0.01%	2656

Other funds holding MB

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IVMX

Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jim Simons's MB Position: Q4 2018 in Review

Jim Simons sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2018, closing a stake of 72,700 shares — an estimated $2.96M sold.

Jim Simons first reported a position in MB in Q3 2015 and held it in 12 quarters. The position peaked at $35M in Q1 2018. 146 funds tracked by Wall St. Rank hold MB as of Q4 2018.

Jim Simons reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
Jim Simons sold 72,700 MINDBODY, Inc. Class A Common Stock shares in Q4 2018, an estimated $2.96M.
Jim Simons first reported a position in MINDBODY, Inc. Class A Common Stock in Q3 2015 and held it in 12 quarters.
Jim Simons's MINDBODY, Inc. Class A Common Stock position peaked at $35M in Q1 2018.
146 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2018.

Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.