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Benjamin Edwards Inc’s Malibu Boats MBUU Stock Holding History

Benjamin Edwards 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
Q4 		– Sell
-6,572
Closed -$255K – 1123
2024
Q3 		$255K Buy
6,572
+1,460
+29% +$52.6K ﹤0.01% 1000
2024
Q2 		$179K Buy
5,112
+1,539
+43% +$56.3K 0.03% 354
2024
Q1 		$155K Buy
3,573
+955
+36% +$43.8K 0.03% 366
2023
Q4 		$144K Buy
2,618
+318
+14% +$15.2K 0.03% 376
2023
Q3 		$113K Buy
2,300
+770
+50% +$41.4K 0.03% 375
2023
Q2 		$90K Buy
1,530
+763
+99% +$42.8K 0.02% 402
2023
Q1 		$43K Buy
767
+454
+145% +$26.6K 0.01% 478
2022
Q4 		$17K Buy
+313
New +$16.8K ﹤0.01% 530

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Benjamin Edwards Inc's MBUU Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 6,572 shares — an estimated $255K sold.

Benjamin Edwards Inc first reported a position in MBUU in Q4 2022 and held it in 8 quarters. The position peaked at $255K in Q3 2024. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • Benjamin Edwards Inc reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 6,572 Malibu Boats shares in Q4 2024, an estimated $255K.
  • Benjamin Edwards Inc first reported a position in Malibu Boats in Q4 2022 and held it in 8 quarters.
  • Benjamin Edwards Inc's Malibu Boats position peaked at $255K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.