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Edgemoor Investment Advisors’s Malibu Boats MBUU Stock Holding History

Edgemoor Investment Advisors’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
2023
Q3 		– Sell
-71,249
Closed -$4.18M – 160
2023
Q2 		$4.18M Sell
71,249
-1,336
-2% -$75K 0.47% 47
2023
Q1 		$4.1M Sell
72,585
-635
-0.9% -$37.1K 0.5% 47
2022
Q4 		$3.9M Sell
73,220
-3,703
-5% -$199K 0.49% 47
2022
Q3 		$3.69M Buy
76,923
+1,579
+2% +$93.1K 0.49% 48
2022
Q2 		$3.97M Buy
75,344
+2,358
+3% +$128K 0.5% 53
2022
Q1 		$4.23M Buy
72,986
+1,809
+3% +$117K 0.45% 55
2021
Q4 		$4.89M Buy
71,177
+3,967
+6% +$278K 0.5% 50
2021
Q3 		$4.7M Buy
+67,210
New +$5.05M 0.54% 52

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Edgemoor Investment Advisors's MBUU Position: Q3 2023 in Review

Edgemoor Investment Advisors sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 71,249 shares — an estimated $4.18M sold.

Edgemoor Investment Advisors first reported a position in MBUU in Q3 2021 and held it in 8 quarters. The position peaked at $4.89M in Q4 2021. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

  • Edgemoor Investment Advisors reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 71,249 Malibu Boats shares in Q3 2023, an estimated $4.18M.
  • Edgemoor Investment Advisors first reported a position in Malibu Boats in Q3 2021 and held it in 8 quarters.
  • Edgemoor Investment Advisors's Malibu Boats position peaked at $4.89M in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.