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Gradient Investments’s Malibu Boats MBUU Stock Holding History

Gradient Investments’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
Q3 		– Sell
-44
Closed -$2K – 1183
2020
Q2 		$2K Sell
44
-108
-71% -$4.32K ﹤0.01% 891
2020
Q1 		$4K Sell
152
-34,526
-100% -$1.37M ﹤0.01% 811
2019
Q4 		$1.42M Buy
34,678
+5,544
+19% +$200K 0.06% 175
2019
Q3 		$894K Buy
29,134
+5,960
+26% +$184K 0.04% 200
2019
Q2 		$900K Buy
23,174
+11,130
+92% +$442K 0.05% 199
2019
Q1 		$477K Sell
12,044
-3,177
-21% -$131K 0.03% 187
2018
Q4 		$530K Buy
+15,221
New +$669K 0.03% 180

Other funds holding MBUU

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gradient Investments's MBUU Position: Q3 2020 in Review

Gradient Investments sold out of Malibu Boats (MBUU) in Q3 2020, closing a stake of 44 shares — an estimated $2K sold.

Gradient Investments first reported a position in MBUU in Q4 2018 and held it in 7 quarters. The position peaked at $1.42M in Q4 2019. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2020.

  • Gradient Investments reported no remaining Malibu Boats position as of Q3 2020 after selling out during the quarter.
  • Gradient Investments sold 44 Malibu Boats shares in Q3 2020, an estimated $2K.
  • Gradient Investments first reported a position in Malibu Boats in Q4 2018 and held it in 7 quarters.
  • Gradient Investments's Malibu Boats position peaked at $1.42M in Q4 2019.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.