Prelude Capital Management’s Malibu Boats MBUU Stock Holding History

Prelude Capital Management’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 Q4	–	Sell	-200	Closed	-$6K	–	2115
2019 Q3	$6K	Buy	+200	New	+$6.17K	﹤0.01%	1547
2019 Q1	–	Sell	-364	Closed	-$13K	–	2002
2018 Q4	$13K	Buy	+364	New	+$16K	﹤0.01%	1321
2018 Q3	–	Sell	-832	Closed	-$35K	–	1911
2018 Q2	$35K	Buy	+832	New	+$33.2K	﹤0.01%	1226
2017 Q3	–	Sell	-1,700	Closed	-$44K	–	1791
2017 Q2	$44K	Buy	+1,700	New	+$40.1K	﹤0.01%	1044
2017 Q1	–	Sell	-800	Closed	-$15K	–	1652
2016 Q4	$15K	Sell	800 -4,500	-85%	-$75.8K	﹤0.01%	1339
2016 Q3	$79K	Buy	+5,300	New	+$72.5K	0.01%	899
2015 Q2	–	Sell	-5,000	Closed	-$117K	–	1898
2015 Q1	$117K	Buy	+5,000	New	+$104K	0.02%	939

Other funds holding MBUU

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

NPIC

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

WRF

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

Prelude Capital Management's MBUU Position: Q4 2019 in Review

Prelude Capital Management sold out of Malibu Boats (MBUU) in Q4 2019, closing a stake of 200 shares — an estimated $6K sold.

Prelude Capital Management first reported a position in MBUU in Q1 2015 and held it in 7 quarters. The position peaked at $117K in Q1 2015. 149 funds tracked by Wall St. Rank hold MBUU as of Q4 2019.

Prelude Capital Management reported no remaining Malibu Boats position as of Q4 2019 after selling out during the quarter.
Prelude Capital Management sold 200 Malibu Boats shares in Q4 2019, an estimated $6K.
Prelude Capital Management first reported a position in Malibu Boats in Q1 2015 and held it in 7 quarters.
Prelude Capital Management's Malibu Boats position peaked at $117K in Q1 2015.
149 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2019.

Based on Prelude Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.