Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Malibu Boats MBUU Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
-4,000
Closed -$219K – 1076
2023
Q4 		$219K Hold
4,000
– – ﹤0.01% 869
2023
Q3 		$196K Hold
4,000
– – ﹤0.01% 829
2023
Q2 		$235K Buy
+4,000
New +$225K ﹤0.01% 965

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.65B AUM 9.66% 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 $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MBUU Position: Q1 2024 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 4,000 shares — an estimated $219K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MBUU in Q2 2023 and held it in 3 quarters. The position peaked at $235K in Q2 2023. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 4,000 Malibu Boats shares in Q1 2024, an estimated $219K.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Malibu Boats in Q2 2023 and held it in 3 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Malibu Boats position peaked at $235K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2024, filed 13 May 2024.