HSBC Holdings
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HSBC Holdings’s Malibu Boats MBUU Stock Holding History

HSBC Holdings’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
Q3 		– Sell
-5,688
Closed -$200K – 3083
2024
Q2 		$200K Sell
5,688
-144
-2% -$5.26K ﹤0.01% 2554
2024
Q1 		$252K Buy
5,832
+1,763
+43% +$80.8K ﹤0.01% 2553
2023
Q4 		$223K Sell
4,069
-71
-2% -$3.4K ﹤0.01% 2420
2023
Q3 		$203K Buy
+4,140
New +$222K ﹤0.01% 2417
2022
Q3 		– Sell
-4,328
Closed -$228K – 3119
2022
Q2 		$228K Buy
+4,328
New +$235K ﹤0.01% 2811
2022
Q1 		– Sell
-10,274
Closed -$704K – 3393
2021
Q4 		$704K Buy
10,274
+3,439
+50% +$241K ﹤0.01% 2248
2021
Q3 		$480K Buy
+6,835
New +$513K ﹤0.01% 2269
2021
Q1 		– Sell
-6,294
Closed -$395K – 2972
2020
Q4 		$395K Sell
6,294
-817
-11% -$47.1K ﹤0.01% 2358
2020
Q3 		$353K Buy
7,111
+3,151
+80% +$171K ﹤0.01% 2151
2020
Q2 		$206K Buy
+3,960
New +$158K ﹤0.01% 2350
2020
Q1 		– Sell
-8,041
Closed -$330K – 2893
2019
Q4 		$330K Sell
8,041
-785
-9% -$28.4K ﹤0.01% 2479
2019
Q3 		$271K Buy
+8,826
New +$272K ﹤0.01% 2691
2018
Q3 		– Sell
-9,875
Closed -$413K – 2594
2018
Q2 		$413K Buy
9,875
+2,097
+27% +$83.7K ﹤0.01% 2146
2018
Q1 		$259K Sell
7,778
-29,790
-79% -$970K ﹤0.01% 2260
2017
Q4 		$1.12M Buy
+37,568
New +$1.15M ﹤0.01% 1267

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

HSBC Holdings's MBUU Position: Q3 2024 in Review

HSBC Holdings sold out of Malibu Boats (MBUU) in Q3 2024, closing a stake of 5,688 shares — an estimated $200K sold.

HSBC Holdings first reported a position in MBUU in Q4 2017 and held it in 15 quarters. The position peaked at $1.12M in Q4 2017. 169 funds tracked by Wall St. Rank hold MBUU as of Q3 2024.

  • HSBC Holdings reported no remaining Malibu Boats position as of Q3 2024 after selling out during the quarter.
  • HSBC Holdings sold 5,688 Malibu Boats shares in Q3 2024, an estimated $200K.
  • HSBC Holdings first reported a position in Malibu Boats in Q4 2017 and held it in 15 quarters.
  • HSBC Holdings's Malibu Boats position peaked at $1.12M in Q4 2017.
  • 169 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.