Bank of Montreal’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,427
| Closed | -$442K | – | 4088 |
|
|
2024
Q2 | $442K | Buy |
12,427
+1,170
| +10% | +$42.8K | ﹤0.01% | 2472 |
|
|
2024
Q1 | $489K | Buy |
11,257
+5,041
| +81% | +$231K | ﹤0.01% | 2460 |
|
|
2023
Q4 | $343K | Buy |
6,216
+171
| +3% | +$8.2K | ﹤0.01% | 2773 |
|
|
2023
Q3 | $291K | Buy |
6,045
+1,064
| +21% | +$57.1K | ﹤0.01% | 2832 |
|
|
2023
Q2 | $304K | Sell |
4,981
-75
| -1% | -$4.21K | ﹤0.01% | 2939 |
|
|
2023
Q1 | $286K | Buy |
5,056
+100
| +2% | +$5.85K | ﹤0.01% | 2815 |
|
|
2022
Q4 | $268K | Buy |
4,956
+730
| +17% | +$39.1K | ﹤0.01% | 2980 |
|
|
2022
Q3 | $265 | Sell |
4,226
-15
| -0.4% | -$885 | ﹤0.01% | 3018 |
|
|
2022
Q2 | $231 | Buy |
4,241
+475
| +13% | +$25.8K | ﹤0.01% | 3183 |
|
|
2022
Q1 | $239K | Buy |
3,766
+298
| +9% | +$19.2K | ﹤0.01% | 3343 |
|
|
2021
Q4 | $242K | Buy |
3,468
+101
| +3% | +$7.09K | ﹤0.01% | 2871 |
|
|
2021
Q3 | $243K | Buy |
3,367
+474
| +16% | +$35.6K | ﹤0.01% | 3237 |
|
|
2021
Q2 | $213K | Buy |
2,893
+2,294
| +383% | +$183K | ﹤0.01% | 3191 |
|
|
2021
Q1 | $50K | Sell |
599
-2,585
| -81% | -$199K | ﹤0.01% | 3697 |
|
|
2020
Q4 | $209K | Sell |
3,184
-848
| -21% | -$48.9K | ﹤0.01% | 3192 |
|
|
2020
Q3 | $226K | Sell |
4,032
-2,449
| -38% | -$133K | ﹤0.01% | 2690 |
|
|
2020
Q2 | $319K | Sell |
6,481
-20,618
| -76% | -$824K | ﹤0.01% | 2491 |
|
|
2020
Q1 | $526K | Buy |
27,099
+2,598
| +11% | +$103K | ﹤0.01% | 1958 |
|
|
2019
Q4 | $1M | Buy |
24,501
+22,681
| +1,246% | +$820K | ﹤0.01% | 2270 |
|
|
2019
Q3 | $56K | Buy |
1,820
+93
| +5% | +$2.87K | ﹤0.01% | 3557 |
|
|
2019
Q2 | $67K | Sell |
1,727
-3,545
| -67% | -$141K | ﹤0.01% | 3550 |
|
|
2019
Q1 | $208K | Sell |
5,272
-1,070
| -17% | -$44.3K | ﹤0.01% | 2702 |
|
|
2018
Q4 | $220K | Sell |
6,342
-448
| -7% | -$19.7K | ﹤0.01% | 2528 |
|
|
2018
Q3 | $372K | Sell |
6,790
-598
| -8% | -$26.6K | ﹤0.01% | 2452 |
|
|
2018
Q2 | $310K | Buy |
7,388
+146
| +2% | +$5.82K | ﹤0.01% | 2569 |
|
|
2018
Q1 | $240K | Sell |
7,242
-6,299
| -47% | -$205K | ﹤0.01% | 2549 |
|
|
2017
Q4 | $403K | Sell |
13,541
-514
| -4% | -$15.7K | ﹤0.01% | 2382 |
|
|
2017
Q3 | $445K | Sell |
14,055
-3,907
| -22% | -$108K | ﹤0.01% | 2324 |
|
|
2017
Q2 | $464K | Buy |
17,962
+9,220
| +105% | +$217K | ﹤0.01% | 2309 |
|
|
2017
Q1 | $196K | Hold |
8,742
| – | – | ﹤0.01% | 2483 |
|
|
2016
Q4 | $160K | Buy |
+8,742
| New | +$147K | ﹤0.01% | 2593 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$4K | – | 4238 |
|
|
2014
Q2 | $4K | Buy |
+200
| New | +$4.12K | ﹤0.01% | 4259 |
|
Other funds holding MBUU
CB
Bank of Montreal's MBUU Position: Q3 2024 in Review
Bank of Montreal sold out of Malibu Boats (MBUU) in Q3 2024, closing a stake of 12,427 shares — an estimated $442K sold.
Bank of Montreal first reported a position in MBUU in Q2 2014 and held it in 32 quarters. The position peaked at $1M in Q4 2019. 169 funds tracked by Wall St. Rank hold MBUU as of Q3 2024.
- Bank of Montreal reported no remaining Malibu Boats position as of Q3 2024 after selling out during the quarter.
- Bank of Montreal sold 12,427 Malibu Boats shares in Q3 2024, an estimated $442K.
- Bank of Montreal first reported a position in Malibu Boats in Q2 2014 and held it in 32 quarters.
- Bank of Montreal's Malibu Boats position peaked at $1M in Q4 2019.
- 169 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2024.
Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.