Corient Private Wealth
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Corient Private Wealth’s Malibu Boats MBUU Stock Holding History

Corient Private Wealth’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
-4,360
Closed -$239K – 2331
2023
Q4 		$239K Buy
+4,360
New +$209K ﹤0.01% 1982

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's MBUU Position: Q1 2024 in Review

Corient Private Wealth sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 4,360 shares — an estimated $239K sold.

Corient Private Wealth first reported a position in MBUU in Q4 2023 and held it in 1 quarter. The position peaked at $239K in Q4 2023. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Corient Private Wealth reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 4,360 Malibu Boats shares in Q1 2024, an estimated $239K.
  • Corient Private Wealth first reported a position in Malibu Boats in Q4 2023 and held it in 1 quarter.
  • Corient Private Wealth's Malibu Boats position peaked at $239K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.