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FORA Capital’s Malibu Boats MBUU Stock Holding History

FORA Capital’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
2020
Q4 		– Sell
-672
Closed -$33K – 1045
2020
Q3 		$33K Buy
+672
New +$36.5K 0.02% 510
2020
Q2 		– Sell
-1,121
Closed -$32K – 1136
2020
Q1 		$32K Buy
+1,121
New +$44.5K 0.01% 872

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FORA Capital's MBUU Position: Q4 2020 in Review

FORA Capital sold out of Malibu Boats (MBUU) in Q4 2020, closing a stake of 672 shares — an estimated $33K sold.

FORA Capital first reported a position in MBUU in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q3 2020. 192 funds tracked by Wall St. Rank hold MBUU as of Q4 2020.

  • FORA Capital reported no remaining Malibu Boats position as of Q4 2020 after selling out during the quarter.
  • FORA Capital sold 672 Malibu Boats shares in Q4 2020, an estimated $33K.
  • FORA Capital first reported a position in Malibu Boats in Q1 2020 and held it in 2 quarters.
  • FORA Capital's Malibu Boats position peaked at $33K in Q3 2020.
  • 192 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2020.

Based on FORA Capital's 13F filing for Q4 2020, filed 12 Feb 2021.