NA
MBUU icon

Navellier & Associates’s Malibu Boats MBUU Stock Holding History

Navellier & Associates’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
Q3 		– Sell
-43,099
Closed -$1.67M – 290
2019
Q2 		$1.67M Buy
43,099
+1,035
+2% +$41.1K 0.26% 103
2019
Q1 		$1.67M Buy
42,064
+6,316
+18% +$261K 0.26% 103
2018
Q4 		$1.24M Buy
35,748
+16,040
+81% +$705K 0.21% 98
2018
Q3 		$1.08M Sell
19,708
-24
-0.1% -$1.07K 0.14% 142
2018
Q2 		$828K Sell
19,732
-44
-0.2% -$1.75K 0.12% 157
2018
Q1 		$657K Sell
19,776
-326
-2% -$10.6K 0.1% 159
2017
Q4 		$598K Buy
20,102
+10,058
+100% +$307K 0.11% 165
2017
Q3 		$318K Buy
+10,044
New +$278K 0.06% 184

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Navellier & Associates's MBUU Position: Q3 2019 in Review

Navellier & Associates sold out of Malibu Boats (MBUU) in Q3 2019, closing a stake of 43,099 shares — an estimated $1.67M sold.

Navellier & Associates first reported a position in MBUU in Q3 2017 and held it in 8 quarters. The position peaked at $1.67M in Q2 2019. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

  • Navellier & Associates reported no remaining Malibu Boats position as of Q3 2019 after selling out during the quarter.
  • Navellier & Associates sold 43,099 Malibu Boats shares in Q3 2019, an estimated $1.67M.
  • Navellier & Associates first reported a position in Malibu Boats in Q3 2017 and held it in 8 quarters.
  • Navellier & Associates's Malibu Boats position peaked at $1.67M in Q2 2019.
  • 145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Navellier & Associates's 13F filing for Q3 2019, filed 16 Oct 2019.