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American Portfolios Advisors’s Malibu Boats MBUU Stock Holding History

American Portfolios 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
2022
Q3 		$768 Hold
16
– – ﹤0.01% 3320
2022
Q2 		$843 Hold
16
– – ﹤0.01% 3307
2022
Q1 		$928 Hold
16
– – ﹤0.01% 3388
2021
Q4 		$1.1K Hold
16
– – ﹤0.01% 3310
2021
Q3 		$1.12K Hold
16
– – ﹤0.01% 3276
2021
Q2 		$1.17K Hold
16
– – ﹤0.01% 3231
2021
Q1 		$1.27K Hold
16
– – ﹤0.01% 3090
2020
Q4 		$999 Buy
+16
New +$923 ﹤0.01% 2829

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
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

American Portfolios Advisors's MBUU Position: Q3 2022 in Review

American Portfolios Advisors held its Malibu Boats (MBUU) position steady in Q3 2022 at 16 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

American Portfolios Advisors first reported a position in MBUU in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.27K in Q1 2021. 187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

  • American Portfolios Advisors held 16 shares of Malibu Boats worth $768 as of Q3 2022.
  • American Portfolios Advisors left its Malibu Boats share count unchanged in Q3 2022.
  • Malibu Boats made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3320 holding.
  • American Portfolios Advisors first reported a position in Malibu Boats in Q4 2020 and has held it in 8 quarters since.
  • American Portfolios Advisors's Malibu Boats position peaked at $1.27K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.