ZIM
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Zacks Investment Management’s Malibu Boats MBUU Stock Holding History

Zacks 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
2020
Q2 		– Sell
-27,754
Closed -$799K – 551
2020
Q1 		$799K Sell
27,754
-2,432
-8% -$96.5K 0.02% 332
2019
Q4 		$1.24M Sell
30,186
-2,159
-7% -$78K 0.02% 357
2019
Q3 		$992K Sell
32,345
-3,913
-11% -$121K 0.02% 375
2019
Q2 		$1.41M Buy
36,258
+11,014
+44% +$437K 0.03% 346
2019
Q1 		$999K Buy
25,244
+2,670
+12% +$110K 0.02% 395
2018
Q4 		$786K Sell
22,574
-2,380
-10% -$105K 0.02% 392
2018
Q3 		$1.36M Buy
+24,954
New +$1.11M 0.03% 348

Other funds holding MBUU

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Zacks Investment Management's MBUU Position: Q2 2020 in Review

Zacks Investment Management sold out of Malibu Boats (MBUU) in Q2 2020, closing a stake of 27,754 shares — an estimated $799K sold.

Zacks Investment Management first reported a position in MBUU in Q3 2018 and held it in 7 quarters. The position peaked at $1.41M in Q2 2019. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2020.

  • Zacks Investment Management reported no remaining Malibu Boats position as of Q2 2020 after selling out during the quarter.
  • Zacks Investment Management sold 27,754 Malibu Boats shares in Q2 2020, an estimated $799K.
  • Zacks Investment Management first reported a position in Malibu Boats in Q3 2018 and held it in 7 quarters.
  • Zacks Investment Management's Malibu Boats position peaked at $1.41M in Q2 2019.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2020.

Based on Zacks Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.