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Guggenheim Capital’s Malibu Boats MBUU Stock Holding History

Guggenheim 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
2024
Q1 		– Sell
-5,991
Closed -$328K – 1918
2023
Q4 		$328K Sell
5,991
-2,107
-26% -$101K ﹤0.01% 1627
2023
Q3 		$397K Buy
+8,098
New +$435K ﹤0.01% 1528
2018
Q2 		– Sell
-34,578
Closed -$1.15M – 2510
2018
Q1 		$1.15M Sell
34,578
-11,624
-25% -$378K ﹤0.01% 2010
2017
Q4 		$1.38M Buy
46,202
+1,240
+3% +$37.8K ﹤0.01% 1903
2017
Q3 		$1.42M Sell
44,962
-9,056
-17% -$250K ﹤0.01% 1882
2017
Q2 		$1.4M Sell
54,018
-10,254
-16% -$242K ﹤0.01% 1867
2017
Q1 		$1.44M Sell
64,272
-7,675
-11% -$155K ﹤0.01% 1880
2016
Q4 		$1.37M Sell
71,947
-14,263
-17% -$240K ﹤0.01% 1949
2016
Q3 		$1.28M Sell
86,210
-1,491
-2% -$20.4K ﹤0.01% 1928
2016
Q2 		$1.06M Buy
87,701
+15,704
+22% +$229K ﹤0.01% 2025
2016
Q1 		$1.18M Sell
71,997
-12,116
-14% -$177K ﹤0.01% 1950
2015
Q4 		$1.38M Sell
84,113
-10,617
-11% -$160K ﹤0.01% 1898
2015
Q3 		$1.32M Buy
94,730
+2,621
+3% +$47.2K ﹤0.01% 1923
2015
Q2 		$1.85M Buy
92,109
+6,305
+7% +$136K ﹤0.01% 1844
2015
Q1 		$2M Sell
85,804
-6,450
-7% -$134K ﹤0.01% 1776
2014
Q4 		$1.78M Buy
92,254
+4,614
+5% +$83.4K ﹤0.01% 1815
2014
Q3 		$1.62M Sell
87,640
-25,736
-23% -$508K ﹤0.01% 1928
2014
Q2 		$2.28M Buy
113,376
+6,047
+6% +$125K 0.01% 1699
2014
Q1 		$2.38M Buy
+107,329
New +$2.14M 0.01% 1648

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guggenheim Capital's MBUU Position: Q1 2024 in Review

Guggenheim Capital sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 5,991 shares — an estimated $328K sold.

Guggenheim Capital first reported a position in MBUU in Q1 2014 and held it in 19 quarters. The position peaked at $2.38M in Q1 2014. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Guggenheim Capital reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Guggenheim Capital sold 5,991 Malibu Boats shares in Q1 2024, an estimated $328K.
  • Guggenheim Capital first reported a position in Malibu Boats in Q1 2014 and held it in 19 quarters.
  • Guggenheim Capital's Malibu Boats position peaked at $2.38M in Q1 2014.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Guggenheim Capital's 13F filing for Q1 2024, filed 14 May 2024.