FF
MBUU icon

FourThought Financial’s Malibu Boats MBUU Stock Holding History

FourThought Financial’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 		$352K Buy
7,342
+1,176
+19% +$69.4K 0.05% 226
2022
Q2 		$325K Buy
6,166
+3,035
+97% +$165K 0.05% 249
2022
Q1 		$182K Buy
3,131
+854
+38% +$55K 0.02% 352
2021
Q4 		$156K Buy
2,277
+190
+9% +$13.3K 0.02% 381
2021
Q3 		$146K Buy
+2,087
New +$157K 0.02% 399

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 $5.72T AUM 30.48% 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

FourThought Financial's MBUU Position: Q3 2022 in Review

FourThought Financial increased its Malibu Boats (MBUU) stake by 19% in Q3 2022, buying an estimated $69.4K and bringing the position to 7,342 shares worth $352K. The position accounts for 0.05% of the portfolio, ranked #226.

FourThought Financial first reported a position in MBUU in Q3 2021 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

  • FourThought Financial held 7,342 shares of Malibu Boats worth $352K as of Q3 2022.
  • FourThought Financial bought 1,176 Malibu Boats shares in Q3 2022, an estimated $69.4K.
  • Malibu Boats made up 0.05% of FourThought Financial's portfolio in Q3 2022, its #226 holding.
  • FourThought Financial first reported a position in Malibu Boats in Q3 2021 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.