AssetMark Inc’s Malibu Boats MBUU Stock Holding History

AssetMark Inc’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
2024 Q1	–	Sell	-26	Closed	-$1.43K	–	2043
2023 Q4	$1.43K	Buy	+26	New	+$1.25K	﹤0.01%	1587

Other funds holding MBUU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AssetMark Inc's MBUU Position: Q1 2024 in Review

AssetMark Inc sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 26 shares — an estimated $1.43K sold.

AssetMark Inc first reported a position in MBUU in Q4 2023 and held it in 1 quarter. The position peaked at $1.43K in Q4 2023. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

AssetMark Inc reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
AssetMark Inc sold 26 Malibu Boats shares in Q1 2024, an estimated $1.43K.
AssetMark Inc first reported a position in Malibu Boats in Q4 2023 and held it in 1 quarter.
AssetMark Inc's Malibu Boats position peaked at $1.43K in Q4 2023.
184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on AssetMark Inc's 13F filing for Q1 2024, filed 7 May 2024.