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Capital Performance Advisors’s Malibu Boats MBUU Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-82
Closed -$3.18K – 1624
2024
Q3 		$3.18K Buy
+82
New +$2.95K ﹤0.01% 1330

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's MBUU Position: Q4 2024 in Review

Capital Performance Advisors sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 82 shares — an estimated $3.18K sold.

Capital Performance Advisors first reported a position in MBUU in Q3 2024 and held it in 1 quarter. The position peaked at $3.18K in Q3 2024. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • Capital Performance Advisors reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 82 Malibu Boats shares in Q4 2024, an estimated $3.18K.
  • Capital Performance Advisors first reported a position in Malibu Boats in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Malibu Boats position peaked at $3.18K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.