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Compagnie Lombard Odier SCmA’s Malibu Boats MBUU Stock Holding History

Compagnie Lombard Odier SCmA’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
Q4 		– Sell
-11,200
Closed -$537K – 688
2022
Q3 		$537K Hold
11,200
– – 0.02% 211
2022
Q2 		$590K Buy
11,200
+1,800
+19% +$97.7K 0.01% 187
2022
Q1 		$545K Hold
9,400
– – 0.01% 205
2021
Q4 		$646K Hold
9,400
– – 0.01% 216
2021
Q3 		$658K Buy
+9,400
New +$706K 0.01% 211

Other funds holding MBUU

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compagnie Lombard Odier SCmA's MBUU Position: Q4 2022 in Review

Compagnie Lombard Odier SCmA sold out of Malibu Boats (MBUU) in Q4 2022, closing a stake of 11,200 shares — an estimated $537K sold.

Compagnie Lombard Odier SCmA first reported a position in MBUU in Q3 2021 and held it in 5 quarters. The position peaked at $658K in Q3 2021. 183 funds tracked by Wall St. Rank hold MBUU as of Q4 2022.

  • Compagnie Lombard Odier SCmA reported no remaining Malibu Boats position as of Q4 2022 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 11,200 Malibu Boats shares in Q4 2022, an estimated $537K.
  • Compagnie Lombard Odier SCmA first reported a position in Malibu Boats in Q3 2021 and held it in 5 quarters.
  • Compagnie Lombard Odier SCmA's Malibu Boats position peaked at $658K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2022.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2022, filed 13 Feb 2023.