Ergoteles’s Malibu Boats MBUU Stock Holding History

Ergoteles’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 Q3	–	Sell	-5,700	Closed	-$418K	–	1490
2021 Q2	$418K	Buy	+5,700	New	+$454K	0.01%	892

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ergoteles's MBUU Position: Q3 2021 in Review

Ergoteles sold out of Malibu Boats (MBUU) in Q3 2021, closing a stake of 5,700 shares — an estimated $418K sold.

Ergoteles first reported a position in MBUU in Q2 2021 and held it in 1 quarter. The position peaked at $418K in Q2 2021. 204 funds tracked by Wall St. Rank hold MBUU as of Q3 2021.

Ergoteles reported no remaining Malibu Boats position as of Q3 2021 after selling out during the quarter.
Ergoteles sold 5,700 Malibu Boats shares in Q3 2021, an estimated $418K.
Ergoteles first reported a position in Malibu Boats in Q2 2021 and held it in 1 quarter.
Ergoteles's Malibu Boats position peaked at $418K in Q2 2021.
204 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2021.

Based on Ergoteles's 13F filing for Q3 2021, filed 15 Nov 2021.