Psagot Value Holdings’s Malibu Boats MBUU Stock Holding History

Psagot Value Holdings’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 Q3	–	Sell	-15,000	Closed	-$583K	–	421
2019 Q2	$583K	Hold	15,000	–	–	0.02%	200
2019 Q1	$594K	Hold	15,000	–	–	0.03%	205
2018 Q4	$522K	Buy	15,000 +3,000	+25%	+$132K	0.02%	211
2018 Q3	$657K	Hold	12,000	–	–	0.03%	162
2018 Q2	$503K	Buy	+12,000	New	+$479K	0.02%	177
2016 Q2	–	Sell	-1	Closed	–	–	388
2016 Q1	$0	Buy	+1	New	+$15	﹤0.01%	385

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

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

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

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

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

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

NPIC

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

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

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

Psagot Value Holdings's MBUU Position: Q3 2019 in Review

Psagot Value Holdings sold out of Malibu Boats (MBUU) in Q3 2019, closing a stake of 15,000 shares — an estimated $583K sold.

Psagot Value Holdings first reported a position in MBUU in Q1 2016 and held it in 6 quarters. The position peaked at $657K in Q3 2018. 145 funds tracked by Wall St. Rank hold MBUU as of Q3 2019.

Psagot Value Holdings reported no remaining Malibu Boats position as of Q3 2019 after selling out during the quarter.
Psagot Value Holdings sold 15,000 Malibu Boats shares in Q3 2019, an estimated $583K.
Psagot Value Holdings first reported a position in Malibu Boats in Q1 2016 and held it in 6 quarters.
Psagot Value Holdings's Malibu Boats position peaked at $657K in Q3 2018.
145 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2019.

Based on Psagot Value Holdings's 13F filing for Q3 2019, filed 27 Nov 2019.