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Brinker Capital Investments’s Malibu Boats MBUU Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-4,566
Closed -$335K – 1409
2021
Q3 		$335K Hold
4,566
– – 0.01% 1102
2021
Q2 		$335K Sell
4,566
-2,119
-32% -$169K ﹤0.01% 1156
2021
Q1 		$533K Sell
6,685
-3,054
-31% -$235K 0.01% 885
2020
Q4 		$608K Buy
9,739
+4,825
+98% +$278K 0.01% 795
2020
Q3 		$244K Buy
+4,914
New +$267K ﹤0.01% 1061

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

Brinker Capital Investments's MBUU Position: Q4 2021 in Review

Brinker Capital Investments sold out of Malibu Boats (MBUU) in Q4 2021, closing a stake of 4,566 shares — an estimated $335K sold.

Brinker Capital Investments first reported a position in MBUU in Q3 2020 and held it in 5 quarters. The position peaked at $608K in Q4 2020. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

  • Brinker Capital Investments reported no remaining Malibu Boats position as of Q4 2021 after selling out during the quarter.
  • Brinker Capital Investments sold 4,566 Malibu Boats shares in Q4 2021, an estimated $335K.
  • Brinker Capital Investments first reported a position in Malibu Boats in Q3 2020 and held it in 5 quarters.
  • Brinker Capital Investments's Malibu Boats position peaked at $608K in Q4 2020.
  • 198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on Brinker Capital Investments's 13F filing for Q4 2021, filed 8 Feb 2022.