Numeric Investors’s Malibu Boats MBUU Stock Holding History

Numeric Investors’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
2017 Q4	$1.41M	Buy	47,300 +15,500	+49%	+$473K	0.01%	696
2017 Q3	$1.01M	Sell	31,800 -130,685	-80%	-$3.61M	0.01%	751
2017 Q2	$4.2M	Sell	162,485 -33,900	-17%	-$800K	0.04%	366
2017 Q1	$4.41M	Buy	196,385 +182,435	+1,308%	+$3.69M	0.04%	350
2016 Q4	$266K	Buy	+13,950	New	+$235K	﹤0.01%	941

Other funds holding MBUU

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Numeric Investors's MBUU Position: Q4 2017 in Review

Numeric Investors increased its Malibu Boats (MBUU) stake by 49% in Q4 2017, buying an estimated $473K and bringing the position to 47,300 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #696.

Numeric Investors first reported a position in MBUU in Q4 2016 and has held it in 5 quarters since. The position peaked at $4.41M in Q1 2017. 139 funds tracked by Wall St. Rank hold MBUU as of Q4 2017.

Numeric Investors held 47,300 shares of Malibu Boats worth $1.41M as of Q4 2017.
Numeric Investors bought 15,500 Malibu Boats shares in Q4 2017, an estimated $473K.
Malibu Boats made up 0.01% of Numeric Investors's portfolio in Q4 2017, its #696 holding.
Numeric Investors first reported a position in Malibu Boats in Q4 2016 and has held it in 5 quarters since.
Numeric Investors's Malibu Boats position peaked at $4.41M in Q1 2017.
139 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.