FDx Advisors’s Malibu Boats MBUU Stock Holding History

FDx 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
2022 Q2	–	Sell	-4,521	Closed	-$262K	–	864
2022 Q1	$262K	Buy	4,521 +1,297	+40%	+$83.6K	0.01%	712
2021 Q4	$222K	Buy	+3,224	New	+$226K	0.01%	803

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

FDx Advisors's MBUU Position: Q2 2022 in Review

FDx Advisors sold out of Malibu Boats (MBUU) in Q2 2022, closing a stake of 4,521 shares — an estimated $262K sold.

FDx Advisors first reported a position in MBUU in Q4 2021 and held it in 2 quarters. The position peaked at $262K in Q1 2022. 194 funds tracked by Wall St. Rank hold MBUU as of Q2 2022.

FDx Advisors reported no remaining Malibu Boats position as of Q2 2022 after selling out during the quarter.
FDx Advisors sold 4,521 Malibu Boats shares in Q2 2022, an estimated $262K.
FDx Advisors first reported a position in Malibu Boats in Q4 2021 and held it in 2 quarters.
FDx Advisors's Malibu Boats position peaked at $262K in Q1 2022.
194 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2022.

Based on FDx Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.