HL
MBUU icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harding Loevner's MBUU Position: Q4 2022 in Review

Harding Loevner sold out of Malibu Boats (MBUU) in Q4 2022, closing a stake of 939 shares — an estimated $45K sold.

Harding Loevner first reported a position in MBUU in Q3 2021 and held it in 5 quarters. The position peaked at $65K in Q4 2021. 182 funds tracked by Wall St. Rank hold MBUU as of Q4 2022.

  • Harding Loevner reported no remaining Malibu Boats position as of Q4 2022 after selling out during the quarter.
  • Harding Loevner sold 939 Malibu Boats shares in Q4 2022, an estimated $45K.
  • Harding Loevner first reported a position in Malibu Boats in Q3 2021 and held it in 5 quarters.
  • Harding Loevner's Malibu Boats position peaked at $65K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2022.

Based on Harding Loevner's 13F filing for Q4 2022, filed 14 Feb 2023.