Blue Trust Inc’s Malibu Boats MBUU Stock Holding History

Blue Trust 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
2022 Q3	–	Sell	-75	Closed	-$4K	–	2229
2022 Q2	$4K	Buy	+75	New	+$4.07K	﹤0.01%	1510

Other funds holding MBUU

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

SAM

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

Blue Trust Inc's MBUU Position: Q3 2022 in Review

Blue Trust Inc sold out of Malibu Boats (MBUU) in Q3 2022, closing a stake of 75 shares — an estimated $4K sold.

Blue Trust Inc first reported a position in MBUU in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

Blue Trust Inc reported no remaining Malibu Boats position as of Q3 2022 after selling out during the quarter.
Blue Trust Inc sold 75 Malibu Boats shares in Q3 2022, an estimated $4K.
Blue Trust Inc first reported a position in Malibu Boats in Q2 2022 and held it in 1 quarter.
Blue Trust Inc's Malibu Boats position peaked at $4K in Q2 2022.
187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on Blue Trust Inc's 13F filing for Q3 2022, filed 21 Oct 2022.