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Clearstead Advisors’s Malibu Boats MBUU Stock Holding History

Clearstead 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
2023
Q4 		– Sell
-62
Closed -$3.04K – 1601
2023
Q3 		$3.04K Buy
62
+31
+100% +$1.67K ﹤0.01% 1340
2023
Q2 		$1.82K Hold
31
– – ﹤0.01% 1175
2023
Q1 		$1.75K Hold
31
– – ﹤0.01% 1159
2022
Q4 		$1.65K Buy
+31
New +$1.66K ﹤0.01% 1120

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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

Clearstead Advisors's MBUU Position: Q4 2023 in Review

Clearstead Advisors sold out of Malibu Boats (MBUU) in Q4 2023, closing a stake of 62 shares — an estimated $3.04K sold.

Clearstead Advisors first reported a position in MBUU in Q4 2022 and held it in 4 quarters. The position peaked at $3.04K in Q3 2023. 180 funds tracked by Wall St. Rank hold MBUU as of Q4 2023.

  • Clearstead Advisors reported no remaining Malibu Boats position as of Q4 2023 after selling out during the quarter.
  • Clearstead Advisors sold 62 Malibu Boats shares in Q4 2023, an estimated $3.04K.
  • Clearstead Advisors first reported a position in Malibu Boats in Q4 2022 and held it in 4 quarters.
  • Clearstead Advisors's Malibu Boats position peaked at $3.04K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.