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ALPS Advisors’s Malibu Boats MBUU Stock Holding History

ALPS Advisors’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
2023
Q3 		– Sell
-5,544
Closed -$325K – 1072
2023
Q2 		$325K Buy
5,544
+45
+0.8% +$2.53K ﹤0.01% 811
2023
Q1 		$310K Sell
5,499
-331
-6% -$19.4K ﹤0.01% 840
2022
Q4 		$311K Hold
5,830
– – ﹤0.01% 852
2022
Q3 		$280K Buy
5,830
+28
+0.5% +$1.65K ﹤0.01% 909
2022
Q2 		$306K Sell
5,802
-60
-1% -$3.26K ﹤0.01% 788
2022
Q1 		$340K Buy
5,862
+432
+8% +$27.8K ﹤0.01% 694
2021
Q4 		$373K Buy
5,430
+70
+1% +$4.91K ﹤0.01% 727
2021
Q3 		$375K Buy
5,360
+1,672
+45% +$126K ﹤0.01% 631
2021
Q2 		$270K Hold
3,688
– – ﹤0.01% 876
2021
Q1 		$294K Buy
+3,688
New +$284K ﹤0.01% 826
2020
Q3 		– Sell
-7,265
Closed -$377K – 892
2020
Q2 		$377K Sell
7,265
-807
-10% -$32.2K 0.01% 502
2020
Q1 		$232K Buy
+8,072
New +$320K ﹤0.01% 643
2019
Q3 		– Sell
-8,610
Closed -$334K – 929
2019
Q2 		$334K Sell
8,610
-455
-5% -$18.1K ﹤0.01% 816
2019
Q1 		$359K Buy
9,065
+551
+6% +$22.8K ﹤0.01% 850
2018
Q4 		$296K Sell
8,514
-424
-5% -$18.6K ﹤0.01% 798
2018
Q3 		$489K Sell
8,938
-4,364
-33% -$194K ﹤0.01% 650
2018
Q2 		$558K Sell
13,302
-626
-4% -$25K ﹤0.01% 518
2018
Q1 		$463K Sell
13,928
-3,519
-20% -$115K ﹤0.01% 640
2017
Q4 		$519K Hold
17,447
– – ﹤0.01% 518
2017
Q3 		$552K Sell
17,447
-5,300
-23% -$147K ﹤0.01% 370
2017
Q2 		$588K Buy
22,747
+58
+0.3% +$1.37K ﹤0.01% 366
2017
Q1 		$509K Buy
+22,689
New +$459K ﹤0.01% 395

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

ALPS Advisors's MBUU Position: Q3 2023 in Review

ALPS Advisors sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 5,544 shares — an estimated $325K sold.

ALPS Advisors first reported a position in MBUU in Q1 2017 and held it in 22 quarters. The position peaked at $588K in Q2 2017. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

  • ALPS Advisors reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
  • ALPS Advisors sold 5,544 Malibu Boats shares in Q3 2023, an estimated $325K.
  • ALPS Advisors first reported a position in Malibu Boats in Q1 2017 and held it in 22 quarters.
  • ALPS Advisors's Malibu Boats position peaked at $588K in Q2 2017.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on ALPS Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.