Schwarz Dygos Wheeler Investment Advisors’s MasterCraft Boat Holdings MCFT Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio MCFT Stock Details MCFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,000	Closed	-$233K	–	144
2022 Q4	$233K	Buy	+9,000	New	+$212K	0.09%	111
2022 Q2	–	Sell	-9,000	Closed	-$221K	–	139
2022 Q1	$221K	Sell	9,000 -3,000	-25%	-$79.7K	0.07%	122
2021 Q4	$340K	Hold	12,000	–	–	0.12%	99
2021 Q3	$301K	Hold	12,000	–	–	0.11%	105
2021 Q2	$315K	Hold	12,000	–	–	0.11%	102
2021 Q1	$319K	Hold	12,000	–	–	0.13%	94
2020 Q4	$298K	Hold	12,000	–	–	0.14%	85
2020 Q3	$210K	Hold	12,000	–	–	0.12%	91
2020 Q2	$218K	Buy	+12,000	New	+$151K	0.14%	82

Other funds holding MCFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MCFT Position: Q1 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of MasterCraft Boat Holdings (MCFT) in Q1 2023, closing a stake of 9,000 shares — an estimated $233K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MCFT in Q2 2020 and held it in 9 quarters. The position peaked at $340K in Q4 2021. 161 funds tracked by Wall St. Rank hold MCFT as of Q1 2023.

Schwarz Dygos Wheeler Investment Advisors reported no remaining MasterCraft Boat Holdings position as of Q1 2023 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 9,000 MasterCraft Boat Holdings shares in Q1 2023, an estimated $233K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in MasterCraft Boat Holdings in Q2 2020 and held it in 9 quarters.
Schwarz Dygos Wheeler Investment Advisors's MasterCraft Boat Holdings position peaked at $340K in Q4 2021.
161 funds tracked by Wall St. Rank held MasterCraft Boat Holdings as of Q1 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.