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Advisory Research’s Malibu Boats MBUU Stock Holding History

Advisory Research’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
2021
Q2 		– Sell
-2,717
Closed -$216K – 372
2021
Q1 		$216K Sell
2,717
-21,033
-89% -$1.62M 0.02% 322
2020
Q4 		$1.48M Sell
23,750
-10,450
-31% -$603K 0.11% 153
2020
Q3 		$1.7M Buy
34,200
+11,399
+50% +$620K 0.17% 115
2020
Q2 		$1.19M Buy
22,801
+10,674
+88% +$426K 0.11% 156
2020
Q1 		$349K Buy
+12,127
New +$481K 0.02% 227

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advisory Research's MBUU Position: Q2 2021 in Review

Advisory Research sold out of Malibu Boats (MBUU) in Q2 2021, closing a stake of 2,717 shares — an estimated $216K sold.

Advisory Research first reported a position in MBUU in Q1 2020 and held it in 5 quarters. The position peaked at $1.7M in Q3 2020. 187 funds tracked by Wall St. Rank hold MBUU as of Q2 2021.

  • Advisory Research reported no remaining Malibu Boats position as of Q2 2021 after selling out during the quarter.
  • Advisory Research sold 2,717 Malibu Boats shares in Q2 2021, an estimated $216K.
  • Advisory Research first reported a position in Malibu Boats in Q1 2020 and held it in 5 quarters.
  • Advisory Research's Malibu Boats position peaked at $1.7M in Q3 2020.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2021.

Based on Advisory Research's 13F filing for Q2 2021, filed 16 Aug 2021.