Axa’s Malibu Boats MBUU Stock Holding History

Axa’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	–	Sell	-6,400	Closed	-$440K	–	1220
2021 Q4	$440K	Buy	+6,400	New	+$449K	﹤0.01%	1039
2021 Q3	–	Sell	-55,000	Closed	-$4.03M	–	1284
2021 Q2	$4.03M	Sell	55,000 -10,000	-15%	-$796K	0.01%	758
2021 Q1	$5.18M	Buy	65,000 +44,100	+211%	+$3.4M	0.02%	700
2020 Q4	$1.3M	Buy	+20,900	New	+$1.21M	﹤0.01%	929

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 $8.84B AUM 6.92% 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 $298B AUM 21.96% 1-Year Est. Return

SAM

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

Axa's MBUU Position: Q1 2022 in Review

Axa sold out of Malibu Boats (MBUU) in Q1 2022, closing a stake of 6,400 shares — an estimated $440K sold.

Axa first reported a position in MBUU in Q4 2020 and held it in 4 quarters. The position peaked at $5.18M in Q1 2021. 191 funds tracked by Wall St. Rank hold MBUU as of Q1 2022.

Axa reported no remaining Malibu Boats position as of Q1 2022 after selling out during the quarter.
Axa sold 6,400 Malibu Boats shares in Q1 2022, an estimated $440K.
Axa first reported a position in Malibu Boats in Q4 2020 and held it in 4 quarters.
Axa's Malibu Boats position peaked at $5.18M in Q1 2021.
191 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2022.

Based on Axa's 13F filing for Q1 2022, filed 13 May 2022.