Delta Asset Management’s Malibu Boats MBUU Stock Holding History

Delta Asset Management’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 Q1	–	Sell	-200	Closed	-$12K	–	601
2020 Q4	$12K	Hold	200	–	–	﹤0.01%	407
2020 Q3	$10K	Hold	200	–	–	﹤0.01%	398
2020 Q2	$10K	Hold	200	–	–	﹤0.01%	405
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	466
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	473
2019 Q3	$6K	Buy	+200	New	+$6.17K	﹤0.01%	486

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Delta Asset Management's MBUU Position: Q1 2021 in Review

Delta Asset Management sold out of Malibu Boats (MBUU) in Q1 2021, closing a stake of 200 shares — an estimated $12K sold.

Delta Asset Management first reported a position in MBUU in Q3 2019 and held it in 6 quarters. The position peaked at $12K in Q4 2020. 192 funds tracked by Wall St. Rank hold MBUU as of Q1 2021.

Delta Asset Management reported no remaining Malibu Boats position as of Q1 2021 after selling out during the quarter.
Delta Asset Management sold 200 Malibu Boats shares in Q1 2021, an estimated $12K.
Delta Asset Management first reported a position in Malibu Boats in Q3 2019 and held it in 6 quarters.
Delta Asset Management's Malibu Boats position peaked at $12K in Q4 2020.
192 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2021.

Based on Delta Asset Management's 13F filing for Q1 2021, filed 28 Apr 2021.