Equitable Trust’s Malibu Boats MBUU Stock Holding History

Equitable Trust’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
2022 Q2	–	Sell	-4,074	Closed	-$236K	–	407
2022 Q1	$236K	Buy	+4,074	New	+$263K	0.02%	368

Other funds holding MBUU

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Equitable Trust's MBUU Position: Q2 2022 in Review

Equitable Trust sold out of Malibu Boats (MBUU) in Q2 2022, closing a stake of 4,074 shares — an estimated $236K sold.

Equitable Trust first reported a position in MBUU in Q1 2022 and held it in 1 quarter. The position peaked at $236K in Q1 2022. 194 funds tracked by Wall St. Rank hold MBUU as of Q2 2022.

Equitable Trust reported no remaining Malibu Boats position as of Q2 2022 after selling out during the quarter.
Equitable Trust sold 4,074 Malibu Boats shares in Q2 2022, an estimated $236K.
Equitable Trust first reported a position in Malibu Boats in Q1 2022 and held it in 1 quarter.
Equitable Trust's Malibu Boats position peaked at $236K in Q1 2022.
194 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2022.

Based on Equitable Trust's 13F filing for Q2 2022, filed 15 Jul 2022.