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BloombergSen’s Malibu Boats MBUU Stock Holding History

BloombergSen’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
2023
Q2 		– Sell
-1,375
Closed -$77.6K – 32
2023
Q1 		$77.6K Buy
1,375
+125
+10% +$7.31K 0.01% 31
2022
Q4 		$66.6K Hold
1,250
– – ﹤0.01% 28
2022
Q3 		$60K Sell
1,250
-1,250
-50% -$73.7K ﹤0.01% 36
2022
Q2 		$132K Sell
2,500
-1,500
-38% -$81.4K 0.01% 34
2022
Q1 		$232K Buy
+4,000
New +$258K 0.01% 29

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

BloombergSen's MBUU Position: Q2 2023 in Review

BloombergSen sold out of Malibu Boats (MBUU) in Q2 2023, closing a stake of 1,375 shares — an estimated $77.6K sold.

BloombergSen first reported a position in MBUU in Q1 2022 and held it in 5 quarters. The position peaked at $232K in Q1 2022. 191 funds tracked by Wall St. Rank hold MBUU as of Q2 2023.

  • BloombergSen reported no remaining Malibu Boats position as of Q2 2023 after selling out during the quarter.
  • BloombergSen sold 1,375 Malibu Boats shares in Q2 2023, an estimated $77.6K.
  • BloombergSen first reported a position in Malibu Boats in Q1 2022 and held it in 5 quarters.
  • BloombergSen's Malibu Boats position peaked at $232K in Q1 2022.
  • 191 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2023.

Based on BloombergSen's 13F filing for Q2 2023, filed 14 Aug 2023.