Calamos Advisors
MBUU icon

Calamos Advisors’s Malibu Boats MBUU Stock Holding History

Calamos Advisors’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
-38,637
Closed -$2.83M – 1024
2021
Q2 		$2.83M Sell
38,637
-32,336
-46% -$2.57M 0.01% 669
2021
Q1 		$5.65M Buy
70,973
+14,336
+25% +$1.11M 0.03% 496
2020
Q4 		$3.54M Buy
56,637
+40,312
+247% +$2.33M 0.02% 554
2020
Q3 		$809K Sell
16,325
-33,253
-67% -$1.81M 0.01% 665
2020
Q2 		$2.58M Buy
+49,578
New +$1.98M 0.02% 558

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

Calamos Advisors's MBUU Position: Q3 2021 in Review

Calamos Advisors sold out of Malibu Boats (MBUU) in Q3 2021, closing a stake of 38,637 shares — an estimated $2.83M sold.

Calamos Advisors first reported a position in MBUU in Q2 2020 and held it in 5 quarters. The position peaked at $5.65M in Q1 2021. 204 funds tracked by Wall St. Rank hold MBUU as of Q3 2021.

  • Calamos Advisors reported no remaining Malibu Boats position as of Q3 2021 after selling out during the quarter.
  • Calamos Advisors sold 38,637 Malibu Boats shares in Q3 2021, an estimated $2.83M.
  • Calamos Advisors first reported a position in Malibu Boats in Q2 2020 and held it in 5 quarters.
  • Calamos Advisors's Malibu Boats position peaked at $5.65M in Q1 2021.
  • 204 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2021.

Based on Calamos Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.