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Knights of Columbus Asset Advisors’s Malibu Boats MBUU Stock Holding History

Knights of Columbus Asset Advisors’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
2020
Q2 		– Sell
-67,697
Closed -$1.95M – 376
2020
Q1 		$1.95M Sell
67,697
-19,984
-23% -$793K 0.25% 128
2019
Q4 		$3.59M Buy
+87,681
New +$3.17M 0.32% 85

Other funds holding MBUU

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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 $8.65B AUM 9.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Knights of Columbus Asset Advisors's MBUU Position: Q2 2020 in Review

Knights of Columbus Asset Advisors sold out of Malibu Boats (MBUU) in Q2 2020, closing a stake of 67,697 shares — an estimated $1.95M sold.

Knights of Columbus Asset Advisors first reported a position in MBUU in Q4 2019 and held it in 2 quarters. The position peaked at $3.59M in Q4 2019. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2020.

  • Knights of Columbus Asset Advisors reported no remaining Malibu Boats position as of Q2 2020 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 67,697 Malibu Boats shares in Q2 2020, an estimated $1.95M.
  • Knights of Columbus Asset Advisors first reported a position in Malibu Boats in Q4 2019 and held it in 2 quarters.
  • Knights of Columbus Asset Advisors's Malibu Boats position peaked at $3.59M in Q4 2019.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2020.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.