Harbor Investment Advisory’s Malibu Boats MBUU Stock Holding History

Harbor Investment Advisory’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
2023 Q3	–	Sell	-1,050	Closed	-$61.6K	–	1280
2023 Q2	$61.6K	Hold	1,050	–	–	0.01%	651
2023 Q1	$59.3K	Hold	1,050	–	–	0.01%	659
2022 Q4	$56K	Hold	1,050	–	–	0.01%	667
2022 Q3	$50K	Hold	1,050	–	–	0.01%	701
2022 Q2	$55K	Hold	1,050	–	–	0.01%	687
2022 Q1	$61K	Hold	1,050	–	–	0.01%	690
2021 Q4	$72K	Hold	1,050	–	–	0.01%	636
2021 Q3	$73K	Hold	1,050	–	–	0.01%	609
2021 Q2	$77K	Hold	1,050	–	–	0.01%	575
2021 Q1	$84K	Hold	1,050	–	–	0.01%	525
2020 Q4	$66K	Buy	1,050 +307	+41%	+$17.7K	0.01%	558
2020 Q3	$37K	Buy	743 +375	+102%	+$20.4K	0.01%	583
2020 Q2	$19K	Sell	368 -36	-9%	-$1.44K	﹤0.01%	650
2020 Q1	$12K	Buy	+404	New	+$16K	﹤0.01%	702

Other funds holding MBUU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Harbor Investment Advisory's MBUU Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 1,050 shares — an estimated $61.6K sold.

Harbor Investment Advisory first reported a position in MBUU in Q1 2020 and held it in 14 quarters. The position peaked at $84K in Q1 2021. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

Harbor Investment Advisory reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 1,050 Malibu Boats shares in Q3 2023, an estimated $61.6K.
Harbor Investment Advisory first reported a position in Malibu Boats in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Malibu Boats position peaked at $84K in Q1 2021.
180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.