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Blueshift Asset Management’s Malibu Boats MBUU Stock Holding History

Blueshift Asset Management’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
2021
Q3 		– Sell
-5,798
Closed -$425K – 1174
2021
Q2 		$425K Sell
5,798
-1,050
-15% -$83.6K 0.02% 616
2021
Q1 		$546K Buy
+6,848
New +$528K 0.06% 441
2019
Q4 		– Sell
-10,288
Closed -$316K – 937
2019
Q3 		$316K Buy
+10,288
New +$317K 0.05% 501

Other funds holding MBUU

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blueshift Asset Management's MBUU Position: Q3 2021 in Review

Blueshift Asset Management sold out of Malibu Boats (MBUU) in Q3 2021, closing a stake of 5,798 shares — an estimated $425K sold.

Blueshift Asset Management first reported a position in MBUU in Q3 2019 and held it in 3 quarters. The position peaked at $546K in Q1 2021. 204 funds tracked by Wall St. Rank hold MBUU as of Q3 2021.

  • Blueshift Asset Management reported no remaining Malibu Boats position as of Q3 2021 after selling out during the quarter.
  • Blueshift Asset Management sold 5,798 Malibu Boats shares in Q3 2021, an estimated $425K.
  • Blueshift Asset Management first reported a position in Malibu Boats in Q3 2019 and held it in 3 quarters.
  • Blueshift Asset Management's Malibu Boats position peaked at $546K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2021.

Based on Blueshift Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.