OCM
MB

Osterweis Capital Management’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

Osterweis Capital Management’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
-85,795
Closed -$3.49M – 124
2018
Q3 		$3.49M Buy
+85,795
New +$3.35M 0.22% 82

Other funds holding MB

LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IVMX
Institutional Venture Management XIII Menlo Park, California $54.2M AUM 12.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osterweis Capital Management's MB Position: Q4 2018 in Review

Osterweis Capital Management sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q4 2018, closing a stake of 85,795 shares — an estimated $3.49M sold.

Osterweis Capital Management first reported a position in MB in Q3 2018 and held it in 1 quarter. The position peaked at $3.49M in Q3 2018. 146 funds tracked by Wall St. Rank hold MB as of Q4 2018.

  • Osterweis Capital Management reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q4 2018 after selling out during the quarter.
  • Osterweis Capital Management sold 85,795 MINDBODY, Inc. Class A Common Stock shares in Q4 2018, an estimated $3.49M.
  • Osterweis Capital Management first reported a position in MINDBODY, Inc. Class A Common Stock in Q3 2018 and held it in 1 quarter.
  • Osterweis Capital Management's MINDBODY, Inc. Class A Common Stock position peaked at $3.49M in Q3 2018.
  • 146 funds tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q4 2018.

Based on Osterweis Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.