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Fernwood Investment Management’s Malibu Boats MBUU Stock Holding History

Fernwood Investment Management’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
Q2 		– Sell
-211
Closed -$9.13K – 489
2024
Q1 		$9.13K Buy
+211
New +$9.67K ﹤0.01% 580

Other funds holding MBUU

BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Fernwood Investment Management's MBUU Position: Q2 2024 in Review

Fernwood Investment Management sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 211 shares — an estimated $9.13K sold.

Fernwood Investment Management first reported a position in MBUU in Q1 2024 and held it in 1 quarter. The position peaked at $9.13K in Q1 2024. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • Fernwood Investment Management reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 211 Malibu Boats shares in Q2 2024, an estimated $9.13K.
  • Fernwood Investment Management first reported a position in Malibu Boats in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Malibu Boats position peaked at $9.13K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.