Paloma Partners’s Malibu Boats MBUU Stock Holding History

Paloma Partners’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 Q1	–	Sell	-10,871	Closed	-$445K	–	1726
2019 Q4	$445K	Sell	10,871 -10,147	-48%	-$367K	0.01%	1477
2019 Q3	$645K	Buy	21,018 +8,063	+62%	+$249K	0.01%	975
2019 Q2	$503K	Buy	12,955 +64	+0.5%	+$2.54K	0.01%	1040
2019 Q1	$510K	Buy	12,891 +7,042	+120%	+$291K	0.01%	1057
2018 Q4	$204K	Buy	+5,849	New	+$257K	0.01%	1052
2018 Q3	–	Sell	-10,560	Closed	-$443K	–	1769
2018 Q2	$443K	Buy	+10,560	New	+$421K	0.01%	1090

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return

Paloma Partners's MBUU Position: Q1 2020 in Review

Paloma Partners sold out of Malibu Boats (MBUU) in Q1 2020, closing a stake of 10,871 shares — an estimated $445K sold.

Paloma Partners first reported a position in MBUU in Q2 2018 and held it in 6 quarters. The position peaked at $645K in Q3 2019. 156 funds tracked by Wall St. Rank hold MBUU as of Q1 2020.

Paloma Partners reported no remaining Malibu Boats position as of Q1 2020 after selling out during the quarter.
Paloma Partners sold 10,871 Malibu Boats shares in Q1 2020, an estimated $445K.
Paloma Partners first reported a position in Malibu Boats in Q2 2018 and held it in 6 quarters.
Paloma Partners's Malibu Boats position peaked at $645K in Q3 2019.
156 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2020.

Based on Paloma Partners's 13F filing for Q1 2020, filed 15 May 2020.