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Spark Investment Management’s Malibu Boats MBUU Stock Holding History

Spark Investment 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
2018
Q4 		– Sell
-56,200
Closed -$3.08M – 744
2018
Q3 		$3.08M Buy
56,200
+38,800
+223% +$1.72M 0.18% 182
2018
Q2 		$729K Buy
+17,400
New +$694K 0.04% 402
2018
Q1 		– Sell
-15,900
Closed -$472K – 671
2017
Q4 		$472K Sell
15,900
-261,400
-94% -$7.97M 0.03% 461
2017
Q3 		$8.77M Buy
277,300
+225,800
+438% +$6.24M 0.47% 47
2017
Q2 		$1.33M Buy
51,500
+29,600
+135% +$698K 0.08% 330
2017
Q1 		$491K Hold
21,900
– – 0.03% 539
2016
Q4 		$417K Sell
21,900
-43,500
-67% -$733K 0.03% 523
2016
Q3 		$974K Buy
65,400
+27,200
+71% +$372K 0.08% 352
2016
Q2 		$461K Buy
+38,200
New +$558K 0.04% 474

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Spark Investment Management's MBUU Position: Q4 2018 in Review

Spark Investment Management sold out of Malibu Boats (MBUU) in Q4 2018, closing a stake of 56,200 shares — an estimated $3.08M sold.

Spark Investment Management first reported a position in MBUU in Q2 2016 and held it in 9 quarters. The position peaked at $8.77M in Q3 2017. 154 funds tracked by Wall St. Rank hold MBUU as of Q4 2018.

  • Spark Investment Management reported no remaining Malibu Boats position as of Q4 2018 after selling out during the quarter.
  • Spark Investment Management sold 56,200 Malibu Boats shares in Q4 2018, an estimated $3.08M.
  • Spark Investment Management first reported a position in Malibu Boats in Q2 2016 and held it in 9 quarters.
  • Spark Investment Management's Malibu Boats position peaked at $8.77M in Q3 2017.
  • 154 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2018.

Based on Spark Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.