J. Goldman & Co’s Malibu Boats MBUU Stock Holding History

J. Goldman & Co’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
2022 Q4	–	Sell	-86,300	Closed	-$4.14M	–	439
2022 Q3	$4.14M	Buy	+86,300	New	+$5.09M	0.2%	136

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J. Goldman & Co's MBUU Position: Q4 2020 in Review

J. Goldman & Co sold out of Malibu Boats (MBUU) in Q4 2020, closing a stake of 5,200 shares — an estimated $258K sold.

J. Goldman & Co first reported a position in MBUU in Q3 2020 and held it in 1 quarter. The position peaked at $258K in Q3 2020. 192 funds tracked by Wall St. Rank hold MBUU as of Q4 2020.

J. Goldman & Co reported no remaining Malibu Boats position as of Q4 2020 after selling out during the quarter.
J. Goldman & Co sold 5,200 Malibu Boats shares in Q4 2020, an estimated $258K.
J. Goldman & Co first reported a position in Malibu Boats in Q3 2020 and held it in 1 quarter.
J. Goldman & Co's Malibu Boats position peaked at $258K in Q3 2020.
192 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2020.

Based on J. Goldman & Co's 13F filing for Q4 2020, filed 16 Feb 2021.