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Howe & Rusling’s Malibu Boats MBUU Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-4,676
Closed -$202K – 381
2024
Q1 		$202K Buy
+4,676
New +$214K 0.02% 247
2023
Q4 		– Sell
-4,427
Closed -$217K – 385
2023
Q3 		$217K Buy
4,427
+569
+15% +$30.6K 0.03% 207
2023
Q2 		$226K Buy
3,858
+15
+0.4% +$842 0.03% 211
2023
Q1 		$217K Buy
+3,843
New +$225K 0.03% 206
2022
Q4 		– Sell
-3,681
Closed -$177K – 733
2022
Q3 		$177K Hold
3,681
– – 0.02% 211
2022
Q2 		$194K Sell
3,681
-6
-0.2% -$326 0.02% 204
2022
Q1 		$214K Buy
3,687
+3,624
+5,752% +$234K 0.02% 197
2021
Q4 		$4K Sell
63
-3,252
-98% -$228K ﹤0.01% 736
2021
Q3 		$232K Buy
3,315
+665
+25% +$49.9K 0.03% 182
2021
Q2 		$194K Buy
2,650
+2,597
+4,900% +$207K 0.02% 191
2021
Q1 		$4K Sell
53
-14
-21% -$1.08K ﹤0.01% 681
2020
Q4 		$4K Buy
+67
New +$3.87K ﹤0.01% 670

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Howe & Rusling's MBUU Position: Q2 2024 in Review

Howe & Rusling sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 4,676 shares — an estimated $202K sold.

Howe & Rusling first reported a position in MBUU in Q4 2020 and held it in 12 quarters. The position peaked at $232K in Q3 2021. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • Howe & Rusling reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • Howe & Rusling sold 4,676 Malibu Boats shares in Q2 2024, an estimated $202K.
  • Howe & Rusling first reported a position in Malibu Boats in Q4 2020 and held it in 12 quarters.
  • Howe & Rusling's Malibu Boats position peaked at $232K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on Howe & Rusling's 13F filing for Q2 2024, filed 14 Aug 2024.