Weld Capital Management’s Malibu Boats MBUU Stock Holding History

Weld 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
2020 Q3	–	Sell	-7,200	Closed	-$374K	–	592
2020 Q2	$374K	Sell	7,200 -118	-2%	-$4.71K	0.15%	220
2020 Q1	$211K	Buy	+7,318	New	+$290K	0.11%	301
2019 Q4	–	Sell	-11,592	Closed	-$356K	–	795
2019 Q3	$356K	Buy	11,592 +3,696	+47%	+$114K	0.07%	512
2019 Q2	$307K	Buy	+7,896	New	+$314K	0.06%	538
2019 Q1	–	Sell	-18,849	Closed	-$656K	–	788
2018 Q4	$656K	Buy	+18,849	New	+$828K	0.15%	260

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Weld Capital Management's MBUU Position: Q3 2020 in Review

Weld Capital Management sold out of Malibu Boats (MBUU) in Q3 2020, closing a stake of 7,200 shares — an estimated $374K sold.

Weld Capital Management first reported a position in MBUU in Q4 2018 and held it in 5 quarters. The position peaked at $656K in Q4 2018. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2020.

Weld Capital Management reported no remaining Malibu Boats position as of Q3 2020 after selling out during the quarter.
Weld Capital Management sold 7,200 Malibu Boats shares in Q3 2020, an estimated $374K.
Weld Capital Management first reported a position in Malibu Boats in Q4 2018 and held it in 5 quarters.
Weld Capital Management's Malibu Boats position peaked at $656K in Q4 2018.
180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2020.

Based on Weld Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.