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Intrust Bank’s Malibu Boats MBUU Stock Holding History

Intrust Bank’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
-3,496
Closed -$205K – 382
2023
Q2 		$205K Sell
3,496
-340
-9% -$19.1K 0.02% 377
2023
Q1 		$217K Buy
+3,836
New +$224K 0.03% 369
2022
Q3 		– Sell
-3,932
Closed -$207K – 380
2022
Q2 		$207K Buy
+3,932
New +$213K 0.03% 371
2021
Q4 		– Sell
-3,150
Closed -$221K – 397
2021
Q3 		$221K Sell
3,150
-128
-4% -$9.61K 0.03% 360
2021
Q2 		$240K Sell
3,278
-626
-16% -$49.8K 0.03% 337
2021
Q1 		$311K Buy
3,904
+600
+18% +$46.3K 0.04% 296
2020
Q4 		$206K Buy
+3,304
New +$191K 0.03% 346

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

Intrust Bank's MBUU Position: Q3 2023 in Review

Intrust Bank sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 3,496 shares — an estimated $205K sold.

Intrust Bank first reported a position in MBUU in Q4 2020 and held it in 7 quarters. The position peaked at $311K in Q1 2021. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

  • Intrust Bank reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
  • Intrust Bank sold 3,496 Malibu Boats shares in Q3 2023, an estimated $205K.
  • Intrust Bank first reported a position in Malibu Boats in Q4 2020 and held it in 7 quarters.
  • Intrust Bank's Malibu Boats position peaked at $311K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Intrust Bank's 13F filing for Q3 2023, filed 13 Nov 2023.