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Hohimer Wealth Management’s Malibu Boats MBUU Stock Holding History

Hohimer Wealth Management’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
-10,438
Closed -$572K – 238
2023
Q4 		$572K Buy
10,438
+301
+3% +$14.4K 0.15% 147
2023
Q3 		$497K Hold
10,137
– – 0.14% 148
2023
Q2 		$595K Buy
+10,137
New +$569K 0.16% 138

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

Hohimer Wealth Management's MBUU Position: Q1 2024 in Review

Hohimer Wealth Management sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 10,438 shares — an estimated $572K sold.

Hohimer Wealth Management first reported a position in MBUU in Q2 2023 and held it in 3 quarters. The position peaked at $595K in Q2 2023. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Hohimer Wealth Management reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 10,438 Malibu Boats shares in Q1 2024, an estimated $572K.
  • Hohimer Wealth Management first reported a position in Malibu Boats in Q2 2023 and held it in 3 quarters.
  • Hohimer Wealth Management's Malibu Boats position peaked at $595K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Hohimer Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.