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Campbell & Co Investment Adviser’s Malibu Boats MBUU Stock Holding History

Campbell & Co Investment Adviser’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
2024
Q2 		– Sell
-21,831
Closed -$945K – 1227
2024
Q1 		$945K Buy
+21,831
New +$1M 0.08% 424
2023
Q3 		– Sell
-7,132
Closed -$418K – 1092
2023
Q2 		$418K Sell
7,132
-9,536
-57% -$535K 0.07% 512
2023
Q1 		$941K Buy
16,668
+4,458
+37% +$261K 0.18% 180
2022
Q4 		$651K Buy
+12,210
New +$655K 0.16% 215
2021
Q4 		– Sell
-8,973
Closed -$628K – 731
2021
Q3 		$628K Buy
8,973
+3,100
+53% +$233K 0.2% 152
2021
Q2 		$431K Buy
+5,873
New +$467K 0.18% 196
2021
Q1 		– Sell
-3,791
Closed -$237K – 540
2020
Q4 		$237K Buy
+3,791
New +$219K 0.14% 309
2019
Q2 		– Sell
-5,946
Closed -$235K – 629
2019
Q1 		$235K Buy
+5,946
New +$246K 0.12% 374
2018
Q3 		– Sell
-8,200
Closed -$344K – 465
2018
Q2 		$344K Sell
8,200
-825
-9% -$32.9K 0.26% 150
2018
Q1 		$300K Sell
9,025
-2,800
-24% -$91.1K 0.25% 168
2017
Q4 		$352K Buy
11,825
+5,228
+79% +$159K 0.26% 136
2017
Q3 		$209K Sell
6,597
-3,720
-36% -$103K 0.17% 280
2017
Q2 		$267K Buy
+10,317
New +$243K 0.25% 169

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Campbell & Co Investment Adviser's MBUU Position: Q2 2024 in Review

Campbell & Co Investment Adviser sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 21,831 shares — an estimated $945K sold.

Campbell & Co Investment Adviser first reported a position in MBUU in Q2 2017 and held it in 13 quarters. The position peaked at $945K in Q1 2024. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • Campbell & Co Investment Adviser reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 21,831 Malibu Boats shares in Q2 2024, an estimated $945K.
  • Campbell & Co Investment Adviser first reported a position in Malibu Boats in Q2 2017 and held it in 13 quarters.
  • Campbell & Co Investment Adviser's Malibu Boats position peaked at $945K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2024, filed 13 Aug 2024.