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Independent Financial Group’s Malibu Boats MBUU Stock Holding History

Independent Financial Group’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
2023
Q3 		– Sell
-3,437
Closed -$202K – 931
2023
Q2 		$202K Buy
+3,437
New +$193K 0.01% 813

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Independent Financial Group's MBUU Position: Q3 2023 in Review

Independent Financial Group sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 3,437 shares — an estimated $202K sold.

Independent Financial Group first reported a position in MBUU in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

  • Independent Financial Group reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
  • Independent Financial Group sold 3,437 Malibu Boats shares in Q3 2023, an estimated $202K.
  • Independent Financial Group first reported a position in Malibu Boats in Q2 2023 and held it in 1 quarter.
  • Independent Financial Group's Malibu Boats position peaked at $202K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.