Janney Montgomery Scott
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Janney Montgomery Scott’s Malibu Boats MBUU Stock Holding History

Janney Montgomery Scott’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
-6,956
Closed -$408K – 2697
2023
Q2 		$408K Sell
6,956
-15
-0.2% -$842 ﹤0.01% 2019
2023
Q1 		$394K Buy
+6,971
New +$408K ﹤0.01% 1880
2022
Q3 		– Sell
-5,970
Closed -$318K – 2562
2022
Q2 		$318K Buy
+5,970
New +$324K ﹤0.01% 1880
2020
Q2 		– Sell
-15,811
Closed -$455K – 2035
2020
Q1 		$455K Buy
15,811
+5,154
+48% +$205K ﹤0.01% 1266
2019
Q4 		$436K Buy
+10,657
New +$385K ﹤0.01% 1495

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

Janney Montgomery Scott's MBUU Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 6,956 shares — an estimated $408K sold.

Janney Montgomery Scott first reported a position in MBUU in Q4 2019 and held it in 5 quarters. The position peaked at $455K in Q1 2020. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 6,956 Malibu Boats shares in Q3 2023, an estimated $408K.
  • Janney Montgomery Scott first reported a position in Malibu Boats in Q4 2019 and held it in 5 quarters.
  • Janney Montgomery Scott's Malibu Boats position peaked at $455K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.