ClariVest Asset Management’s Malibu Boats MBUU Stock Holding History

ClariVest Asset Management’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
2021 Q4	–	Sell	-37,887	Closed	-$2.65M	–	779
2021 Q3	$2.65M	Sell	37,887 -6,144	-14%	-$461K	0.09%	209
2021 Q2	$3.23M	Sell	44,031 -5,800	-12%	-$462K	0.11%	173
2021 Q1	$3.97M	Sell	49,831 -1,400	-3%	-$108K	0.14%	141
2020 Q4	$3.2M	Sell	51,231 -34,760	-40%	-$2.01M	0.11%	163
2020 Q3	$4.26M	Sell	85,991 -2,052	-2%	-$112K	0.14%	122
2020 Q2	$4.58M	Sell	88,043 -9,848	-10%	-$393K	0.12%	122
2020 Q1	$2.82M	Buy	+97,891	New	+$3.88M	0.08%	162
2019 Q3	–	Sell	-3,179	Closed	-$124K	–	706
2019 Q2	$124K	Hold	3,179	–	–	﹤0.01%	458
2019 Q1	$126K	Sell	3,179 -4,098	-56%	-$170K	﹤0.01%	538
2018 Q4	$253K	Buy	7,277 +3,348	+85%	+$147K	0.01%	512
2018 Q3	$215K	Buy	+3,929	New	+$175K	﹤0.01%	570

Other funds holding MBUU

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

ClariVest Asset Management's MBUU Position: Q4 2021 in Review

ClariVest Asset Management sold out of Malibu Boats (MBUU) in Q4 2021, closing a stake of 37,887 shares — an estimated $2.65M sold.

ClariVest Asset Management first reported a position in MBUU in Q3 2018 and held it in 11 quarters. The position peaked at $4.58M in Q2 2020. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

ClariVest Asset Management reported no remaining Malibu Boats position as of Q4 2021 after selling out during the quarter.
ClariVest Asset Management sold 37,887 Malibu Boats shares in Q4 2021, an estimated $2.65M.
ClariVest Asset Management first reported a position in Malibu Boats in Q3 2018 and held it in 11 quarters.
ClariVest Asset Management's Malibu Boats position peaked at $4.58M in Q2 2020.
198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on ClariVest Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.