CI Investments Inc
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CI Investments Inc’s Malibu Boats MBUU Stock Holding History

CI Investments Inc’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
Q1 		– Sell
-152,666
Closed -$8.37M – 1304
2023
Q4 		$8.37M Sell
152,666
-46,800
-23% -$2.24M 0.04% 233
2023
Q3 		$9.78M Sell
199,466
-43,900
-18% -$2.36M 0.05% 215
2023
Q2 		$14.3M Sell
243,366
-29,188
-11% -$1.64M 0.07% 189
2023
Q1 		$15.4M Sell
272,554
-34,500
-11% -$2.02M 0.08% 197
2022
Q4 		$16.4M Sell
307,054
-36,990
-11% -$1.98M 0.08% 186
2022
Q3 		$16.5M Sell
344,044
-37,206
-10% -$2.19M 0.09% 181
2022
Q2 		$20.1M Sell
381,250
-12,715
-3% -$690K 0.09% 178
2022
Q1 		$22.9M Buy
393,965
+25,200
+7% +$1.62M 0.08% 192
2021
Q4 		$25.3M Buy
368,765
+85,700
+30% +$6.02M 0.09% 200
2021
Q3 		$19.8M Buy
283,065
+83,680
+42% +$6.29M 0.07% 227
2021
Q2 		$14.6M Buy
199,385
+35,071
+21% +$2.79M 0.05% 251
2021
Q1 		$13.1M Buy
+164,314
New +$12.7M 0.06% 237

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CI Investments Inc's MBUU Position: Q1 2024 in Review

CI Investments Inc sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 152,666 shares — an estimated $8.37M sold.

CI Investments Inc first reported a position in MBUU in Q1 2021 and held it in 12 quarters. The position peaked at $25.3M in Q4 2021. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • CI Investments Inc reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • CI Investments Inc sold 152,666 Malibu Boats shares in Q1 2024, an estimated $8.37M.
  • CI Investments Inc first reported a position in Malibu Boats in Q1 2021 and held it in 12 quarters.
  • CI Investments Inc's Malibu Boats position peaked at $25.3M in Q4 2021.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on CI Investments Inc's 13F filing for Q1 2024, filed 13 May 2024.