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Hancock Whitney’s Malibu Boats MBUU Stock Holding History

Hancock Whitney’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
-4,155
Closed -$228K – 668
2023
Q4 		$228K Sell
4,155
-7
-0.2% -$336 0.01% 600
2023
Q3 		$204K Sell
4,162
-149
-3% -$8K 0.01% 599
2023
Q2 		$253K Sell
4,311
-2,354
-35% -$132K 0.01% 568
2023
Q1 		$376K Sell
6,665
-997
-13% -$58.3K 0.02% 489
2022
Q4 		$408K Sell
7,662
-32
-0.4% -$1.72K 0.02% 468
2022
Q3 		$369K Sell
7,694
-135
-2% -$7.96K 0.02% 476
2022
Q2 		$413K Sell
7,829
-325
-4% -$17.6K 0.02% 462
2022
Q1 		$473K Sell
8,154
-754
-8% -$48.6K 0.02% 481
2021
Q4 		$612K Sell
8,908
-1,087
-11% -$76.3K 0.02% 441
2021
Q3 		$699K Sell
9,995
-4
-0% -$300 0.02% 386
2021
Q2 		$733K Sell
9,999
-209
-2% -$16.6K 0.02% 461
2021
Q1 		$813K Sell
10,208
-169
-2% -$13K 0.03% 444
2020
Q4 		$648K Sell
10,377
-4
-0% -$231 0.02% 464
2020
Q3 		$514K Sell
10,381
-15,306
-60% -$832K 0.02% 506
2020
Q2 		$1.33M Sell
25,687
-7,181
-22% -$287K 0.05% 317
2020
Q1 		$946K Buy
32,868
+22,258
+210% +$883K 0.04% 377
2019
Q4 		$434K Buy
+10,610
New +$384K 0.01% 594

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

Hancock Whitney's MBUU Position: Q1 2024 in Review

Hancock Whitney sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 4,155 shares — an estimated $228K sold.

Hancock Whitney first reported a position in MBUU in Q4 2019 and held it in 17 quarters. The position peaked at $1.33M in Q2 2020. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Hancock Whitney reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Hancock Whitney sold 4,155 Malibu Boats shares in Q1 2024, an estimated $228K.
  • Hancock Whitney first reported a position in Malibu Boats in Q4 2019 and held it in 17 quarters.
  • Hancock Whitney's Malibu Boats position peaked at $1.33M in Q2 2020.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Hancock Whitney's 13F filing for Q1 2024, filed 16 May 2024.