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Carmel Capital Partners’s Malibu Boats MBUU Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-145
Closed -$7.11K – 465
2023
Q3 		$7.11K Buy
+145
New +$7.79K ﹤0.01% 512

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American Century Companies
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Macquarie Group
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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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmel Capital Partners's MBUU Position: Q4 2023 in Review

Carmel Capital Partners sold out of Malibu Boats (MBUU) in Q4 2023, closing a stake of 145 shares — an estimated $7.11K sold.

Carmel Capital Partners first reported a position in MBUU in Q3 2023 and held it in 1 quarter. The position peaked at $7.11K in Q3 2023. 180 funds tracked by Wall St. Rank hold MBUU as of Q4 2023.

  • Carmel Capital Partners reported no remaining Malibu Boats position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 145 Malibu Boats shares in Q4 2023, an estimated $7.11K.
  • Carmel Capital Partners first reported a position in Malibu Boats in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Malibu Boats position peaked at $7.11K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.