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AJO LP’s Malibu Boats MBUU Stock Holding History

AJO LP’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
Q4 		– Sell
-51,777
Closed -$2.56M – 495
2020
Q3 		$2.56M Buy
51,777
+22,125
+75% +$1.2M 0.03% 357
2020
Q2 		$1.54M Sell
29,652
-22,996
-44% -$919K 0.01% 415
2020
Q1 		$1.51M Buy
+52,648
New +$2.09M 0.01% 375
2019
Q4 		– Sell
-18,842
Closed -$578K – 633
2019
Q3 		$578K Sell
18,842
-42,396
-69% -$1.31M ﹤0.01% 481
2019
Q2 		$2.38M Buy
+61,238
New +$2.43M 0.01% 399
2017
Q4 		– Sell
-301,432
Closed -$9.54M – 637
2017
Q3 		$9.54M Buy
301,432
+107,207
+55% +$2.96M 0.04% 238
2017
Q2 		$5.03M Buy
+194,225
New +$4.58M 0.02% 304

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AJO LP's MBUU Position: Q4 2020 in Review

AJO LP sold out of Malibu Boats (MBUU) in Q4 2020, closing a stake of 51,777 shares — an estimated $2.56M sold.

AJO LP first reported a position in MBUU in Q2 2017 and held it in 7 quarters. The position peaked at $9.54M in Q3 2017. 192 funds tracked by Wall St. Rank hold MBUU as of Q4 2020.

  • AJO LP reported no remaining Malibu Boats position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 51,777 Malibu Boats shares in Q4 2020, an estimated $2.56M.
  • AJO LP first reported a position in Malibu Boats in Q2 2017 and held it in 7 quarters.
  • AJO LP's Malibu Boats position peaked at $9.54M in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.