Amalgamated Financial’s Malibu Boats MBUU Stock Holding History

Amalgamated Financial’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
2022 Q1	$196K	Buy	+3,381	New	+$218K	﹤0.01%	1904

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Amalgamated Financial's MBUU Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Malibu Boats (MBUU) in Q1 2022: 3,381 shares worth $196K. The stake represents ﹤0.01% of the portfolio and ranks #1904 among its holdings.

191 funds tracked by Wall St. Rank hold MBUU as of Q1 2022.

Amalgamated Financial held 3,381 shares of Malibu Boats worth $196K as of Q1 2022.
Malibu Boats was a new Amalgamated Financial position in Q1 2022.
Malibu Boats made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1904 holding.
191 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.