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Concourse Financial Group Securities’s Malibu Boats MBUU Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-14
Closed -$511 – 1247
2024
Q4 		$511 Sell
14
-603
-98% -$25K ﹤0.01% 2148
2024
Q3 		$23.9K Buy
617
+187
+43% +$6.73K ﹤0.01% 1472
2024
Q2 		$15.1K Buy
430
+11
+3% +$402 ﹤0.01% 1585
2024
Q1 		$18.1K Buy
419
+128
+44% +$5.87K ﹤0.01% 1533
2023
Q4 		$16K Buy
291
+93
+47% +$4.46K ﹤0.01% 1548
2023
Q3 		$9.71K Hold
198
– – ﹤0.01% 1650
2023
Q2 		$11.6K Buy
198
+112
+130% +$6.29K ﹤0.01% 1606
2023
Q1 		$4.85K Buy
86
+50
+139% +$2.92K ﹤0.01% 1873
2022
Q4 		$1.92K Hold
36
– – ﹤0.01% 2043
2022
Q3 		$2K Hold
36
– – ﹤0.01% 1810
2022
Q2 		$2K Sell
36
-345
-91% -$18.7K ﹤0.01% 2033
2022
Q1 		$22K Buy
381
+162
+74% +$10.4K ﹤0.01% 1455
2021
Q4 		$15K Buy
219
+55
+34% +$3.86K ﹤0.01% 1745
2021
Q3 		$11K Buy
164
+49
+43% +$3.68K ﹤0.01% 1865
2021
Q2 		$8K Buy
115
+19
+20% +$1.51K ﹤0.01% 1937
2021
Q1 		$8K Sell
96
-48
-33% -$3.7K ﹤0.01% 1826
2020
Q4 		$9K Buy
+144
New +$8.31K ﹤0.01% 1724
2020
Q2 		– Sell
-37
Closed -$1.48K – 2184
2020
Q1 		$1K Buy
+37
New +$1.47K ﹤0.01% 2052

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

Concourse Financial Group Securities's MBUU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Malibu Boats (MBUU) in Q1 2025, closing a stake of 14 shares — an estimated $511 sold.

Concourse Financial Group Securities first reported a position in MBUU in Q1 2020 and held it in 18 quarters. The position peaked at $23.9K in Q3 2024. 138 funds tracked by Wall St. Rank hold MBUU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Malibu Boats position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 14 Malibu Boats shares in Q1 2025, an estimated $511.
  • Concourse Financial Group Securities first reported a position in Malibu Boats in Q1 2020 and held it in 18 quarters.
  • Concourse Financial Group Securities's Malibu Boats position peaked at $23.9K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.