AG
MBUU icon

Advisor Group’s Malibu Boats MBUU Stock Holding History

Advisor Group’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
Q4 		$3K Buy
+79
New +$2.86K ﹤0.01% 4851
2019
Q3 		– Sell
-859
Closed -$33K – 5358
2019
Q2 		$33K Buy
859
+452
+111% +$18K ﹤0.01% 3644
2019
Q1 		$17K Buy
407
+137
+51% +$5.67K ﹤0.01% 4063
2018
Q4 		$10K Buy
270
+151
+127% +$6.63K ﹤0.01% 4197
2018
Q3 		$7K Sell
119
-11
-8% -$489 ﹤0.01% 4455
2018
Q2 		$5K Buy
+130
New +$5.19K ﹤0.01% 4394

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Advisor Group's MBUU Position: Q4 2019 in Review

Advisor Group opened a new position in Malibu Boats (MBUU) in Q4 2019: 79 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #4851 among its holdings. This is a return to the name: Advisor Group previously reported a position in MBUU as recently as Q2 2019.

Advisor Group first reported a position in MBUU in Q2 2018 and has held it in 6 quarters since. The position peaked at $33K in Q2 2019. 149 funds tracked by Wall St. Rank hold MBUU as of Q4 2019.

  • Advisor Group held 79 shares of Malibu Boats worth $3K as of Q4 2019.
  • Malibu Boats was a new Advisor Group position in Q4 2019.
  • Malibu Boats made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4851 holding.
  • Advisor Group first reported a position in Malibu Boats in Q2 2018 and has held it in 6 quarters since.
  • Advisor Group's Malibu Boats position peaked at $33K in Q2 2019.
  • 149 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.