HighTower Advisors
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HighTower Advisors’s Malibu Boats MBUU Stock Holding History

HighTower Advisors’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
-3,791
Closed -$208K – 3856
2023
Q4 		$208K Buy
+3,791
New +$182K ﹤0.01% 2980
2023
Q3 		– Sell
-4,410
Closed -$259K – 3680
2023
Q2 		$259K Hold
4,410
– – ﹤0.01% 2664
2023
Q1 		$247K Buy
4,410
+354
+9% +$20.7K ﹤0.01% 2596
2022
Q4 		$215K Sell
4,056
-1,749
-30% -$93.8K ﹤0.01% 2718
2022
Q3 		$277K Sell
5,805
-9,494
-62% -$560K ﹤0.01% 2395
2022
Q2 		$803K Sell
15,299
-40,991
-73% -$2.23M ﹤0.01% 1769
2022
Q1 		$3.28M Buy
56,290
+2,586
+5% +$167K 0.01% 1100
2021
Q4 		$3.69M Buy
53,704
+8,743
+19% +$614K 0.01% 1053
2021
Q3 		$3.14M Buy
44,961
+38,758
+625% +$2.91M 0.01% 1023
2021
Q2 		$456K Buy
6,203
+721
+13% +$57.4K ﹤0.01% 2103
2021
Q1 		$436K Sell
5,482
-3,495
-39% -$270K ﹤0.01% 2065
2020
Q4 		$561K Buy
8,977
+318
+4% +$18.4K ﹤0.01% 1586
2020
Q3 		$429K Sell
8,659
-850
-9% -$46.2K ﹤0.01% 1643
2020
Q2 		$494K Sell
9,509
-3,080
-24% -$123K ﹤0.01% 1466
2020
Q1 		$362K Sell
12,589
-21,572
-63% -$856K ﹤0.01% 1473
2019
Q4 		$1.39M Buy
34,161
+21,661
+173% +$783K 0.01% 984
2019
Q3 		$384K Sell
12,500
-30
-0.2% -$925 ﹤0.01% 1645
2019
Q2 		$486K Sell
12,530
-39
-0.3% -$1.55K ﹤0.01% 1522
2019
Q1 		$497K Buy
+12,569
New +$520K ﹤0.01% 1462
2018
Q2 		– Sell
-29,583
Closed -$981K – 2331
2018
Q1 		$981K Buy
+29,583
New +$963K 0.01% 1084
2017
Q4 		– Sell
-6,980
Closed -$221K – 2343
2017
Q3 		$221K Buy
+6,980
New +$193K ﹤0.01% 1847

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

HighTower Advisors's MBUU Position: Q1 2024 in Review

HighTower Advisors sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 3,791 shares — an estimated $208K sold.

HighTower Advisors first reported a position in MBUU in Q3 2017 and held it in 21 quarters. The position peaked at $3.69M in Q4 2021. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • HighTower Advisors reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • HighTower Advisors sold 3,791 Malibu Boats shares in Q1 2024, an estimated $208K.
  • HighTower Advisors first reported a position in Malibu Boats in Q3 2017 and held it in 21 quarters.
  • HighTower Advisors's Malibu Boats position peaked at $3.69M in Q4 2021.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.