Harding Loevner’s Malibu Boats MBUU Stock Holding History

Harding Loevner’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 Q4	–	Sell	-939	Closed	-$45K	–	126
2022 Q3	$45K	Hold	939	–	–	﹤0.01%	101
2022 Q2	$49K	Hold	939	–	–	﹤0.01%	99
2022 Q1	$49K	Hold	939	–	–	﹤0.01%	98
2021 Q4	$65K	Buy	939 +78	+9%	+$5.47K	﹤0.01%	103
2021 Q3	$60K	Buy	+861	New	+$64.7K	﹤0.01%	96

Other funds holding MBUU

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

American Century Companies

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

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

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return