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Castleview Partners’s Malibu Boats MBUU Stock Holding History

Castleview 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
2022
Q3 		– Sell
-140
Closed -$3.15K – 693
2022
Q2 		$3.15K Buy
+140
New +$7.6K ﹤0.01% 595

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Castleview Partners's MBUU Position: Q3 2022 in Review

Castleview Partners sold out of Malibu Boats (MBUU) in Q3 2022, closing a stake of 140 shares — an estimated $3.15K sold.

Castleview Partners first reported a position in MBUU in Q2 2022 and held it in 1 quarter. The position peaked at $3.15K in Q2 2022. 187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

  • Castleview Partners reported no remaining Malibu Boats position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 140 Malibu Boats shares in Q3 2022, an estimated $3.15K.
  • Castleview Partners first reported a position in Malibu Boats in Q2 2022 and held it in 1 quarter.
  • Castleview Partners's Malibu Boats position peaked at $3.15K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.