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Epoch Investment Partners’s Malibu Boats MBUU Stock Holding History

Epoch Investment Partners’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
-237,089
Closed -$13M – 424
2023
Q4 		$13M Sell
237,089
-30,079
-11% -$1.44M 0.06% 243
2023
Q3 		$13.1M Buy
267,168
+56,968
+27% +$3.06M 0.08% 231
2023
Q2 		$12.3M Buy
210,200
+1,045
+0.5% +$58.7K 0.07% 252
2023
Q1 		$11.8M Sell
209,155
-946
-0.5% -$55.3K 0.07% 254
2022
Q4 		$11.2M Buy
210,101
+46,252
+28% +$2.48M 0.07% 262
2022
Q3 		$7.86M Sell
163,849
-4,565
-3% -$269K 0.05% 279
2022
Q2 		$8.88M Sell
168,414
-2,939
-2% -$160K 0.05% 270
2022
Q1 		$9.94M Buy
+171,353
New +$11M 0.05% 277
2021
Q4 		– Sell
-50,569
Closed -$3.54M – 353
2021
Q3 		$3.54M Hold
50,569
– – 0.02% 302
2021
Q2 		$3.71M Buy
50,569
+492
+1% +$39.2K 0.02% 296
2021
Q1 		$3.99M Sell
50,077
-21,827
-30% -$1.68M 0.02% 289
2020
Q4 		$4.49M Buy
+71,904
New +$4.15M 0.02% 280

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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 $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Epoch Investment Partners's MBUU Position: Q1 2024 in Review

Epoch Investment Partners sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 237,089 shares — an estimated $13M sold.

Epoch Investment Partners first reported a position in MBUU in Q4 2020 and held it in 12 quarters. The position peaked at $13.1M in Q3 2023. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Epoch Investment Partners reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 237,089 Malibu Boats shares in Q1 2024, an estimated $13M.
  • Epoch Investment Partners first reported a position in Malibu Boats in Q4 2020 and held it in 12 quarters.
  • Epoch Investment Partners's Malibu Boats position peaked at $13.1M in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Epoch Investment Partners's 13F filing for Q1 2024, filed 14 May 2024.