Neumeier Poma Investment Counsel’s Malibu Boats MBUU Stock Holding History

Neumeier Poma Investment Counsel’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 Q3	–	Sell	-155,370	Closed	-$8.07M	–	42
2020 Q2	$8.07M	Sell	155,370 -476,675	-75%	-$19M	0.73%	39
2020 Q1	$18.2M	Sell	632,045 -4,100	-0.6%	-$163K	1.87%	26
2019 Q4	$26.1M	Sell	636,145 -875	-0.1%	-$31.6K	2%	25
2019 Q3	$19.5M	Sell	637,020 -14,370	-2%	-$443K	1.63%	30
2019 Q2	$25.3M	Buy	651,390 +17,600	+3%	+$699K	2.09%	23
2019 Q1	$25.1M	Buy	633,790 +212,745	+51%	+$8.8M	2.11%	26
2018 Q4	$14.7M	Buy	+421,045	New	+$18.5M	1.39%	33

Other funds holding MBUU

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Neumeier Poma Investment Counsel's MBUU Position: Q3 2020 in Review

Neumeier Poma Investment Counsel sold out of Malibu Boats (MBUU) in Q3 2020, closing a stake of 155,370 shares — an estimated $8.07M sold.

Neumeier Poma Investment Counsel first reported a position in MBUU in Q4 2018 and held it in 7 quarters. The position peaked at $26.1M in Q4 2019. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2020.

Neumeier Poma Investment Counsel reported no remaining Malibu Boats position as of Q3 2020 after selling out during the quarter.
Neumeier Poma Investment Counsel sold 155,370 Malibu Boats shares in Q3 2020, an estimated $8.07M.
Neumeier Poma Investment Counsel first reported a position in Malibu Boats in Q4 2018 and held it in 7 quarters.
Neumeier Poma Investment Counsel's Malibu Boats position peaked at $26.1M in Q4 2019.
180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2020.

Based on Neumeier Poma Investment Counsel's 13F filing for Q3 2020, filed 10 Nov 2020.