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Farmers & Merchants Investments Inc’s Malibu Boats MBUU Stock Holding History

Farmers & Merchants Investments Inc’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
Q3 		– Sell
-159
Closed -$8K – 1668
2022
Q2 		$8K Hold
159
– – ﹤0.01% 769
2022
Q1 		$9K Hold
159
– – ﹤0.01% 782
2021
Q4 		$11K Hold
159
– – ﹤0.01% 734
2021
Q3 		$11K Hold
159
– – ﹤0.01% 694
2021
Q2 		$12K Hold
159
– – ﹤0.01% 596
2021
Q1 		$13K Hold
159
– – ﹤0.01% 553
2020
Q4 		$10K Buy
159
+37
+30% +$2.13K ﹤0.01% 596
2020
Q3 		$6K Hold
122
– – ﹤0.01% 690
2020
Q2 		$6K Sell
122
-35
-22% -$1.4K ﹤0.01% 674
2020
Q1 		$5K Buy
+157
New +$6.23K ﹤0.01% 663

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Farmers & Merchants Investments Inc's MBUU Position: Q3 2022 in Review

Farmers & Merchants Investments Inc sold out of Malibu Boats (MBUU) in Q3 2022, closing a stake of 159 shares — an estimated $8K sold.

Farmers & Merchants Investments Inc first reported a position in MBUU in Q1 2020 and held it in 10 quarters. The position peaked at $13K in Q1 2021. 187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

  • Farmers & Merchants Investments Inc reported no remaining Malibu Boats position as of Q3 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 159 Malibu Boats shares in Q3 2022, an estimated $8K.
  • Farmers & Merchants Investments Inc first reported a position in Malibu Boats in Q1 2020 and held it in 10 quarters.
  • Farmers & Merchants Investments Inc's Malibu Boats position peaked at $13K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2022, filed 31 Oct 2022.