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Dalton, Greiner, Hartman, Maher & Co’s Malibu Boats MBUU Stock Holding History

Dalton, Greiner, Hartman, Maher & Co’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
Q2 		– Sell
-8,479
Closed -$676K – 78
2021
Q1 		$676K Sell
8,479
-7,393
-47% -$570K 0.53% 80
2020
Q4 		$991K Sell
15,872
-44,370
-74% -$2.56M 0.21% 105
2020
Q3 		$2.99M Sell
60,242
-46,899
-44% -$2.55M 0.49% 73
2020
Q2 		$5.57M Buy
107,141
+2,028
+2% +$81K 0.55% 69
2020
Q1 		$3.03M Buy
105,113
+40,437
+63% +$1.6M 0.32% 119
2019
Q4 		$2.65M Buy
+64,676
New +$2.34M 0.18% 144

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Dalton, Greiner, Hartman, Maher & Co's MBUU Position: Q2 2021 in Review

Dalton, Greiner, Hartman, Maher & Co sold out of Malibu Boats (MBUU) in Q2 2021, closing a stake of 8,479 shares — an estimated $676K sold.

Dalton, Greiner, Hartman, Maher & Co first reported a position in MBUU in Q4 2019 and held it in 6 quarters. The position peaked at $5.57M in Q2 2020. 187 funds tracked by Wall St. Rank hold MBUU as of Q2 2021.

  • Dalton, Greiner, Hartman, Maher & Co reported no remaining Malibu Boats position as of Q2 2021 after selling out during the quarter.
  • Dalton, Greiner, Hartman, Maher & Co sold 8,479 Malibu Boats shares in Q2 2021, an estimated $676K.
  • Dalton, Greiner, Hartman, Maher & Co first reported a position in Malibu Boats in Q4 2019 and held it in 6 quarters.
  • Dalton, Greiner, Hartman, Maher & Co's Malibu Boats position peaked at $5.57M in Q2 2020.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2021.

Based on Dalton, Greiner, Hartman, Maher & Co's 13F filing for Q2 2021.