Kula Investments’s Malibu Boats MBUU Stock Holding History

Kula Investments’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 Q1	–	Sell	-6,307	Closed	-$336K	–	757
2022 Q4	$336K	Buy	+6,307	New	+$338K	0.1%	350

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Kula Investments's MBUU Position: Q1 2023 in Review

Kula Investments sold out of Malibu Boats (MBUU) in Q1 2023, closing a stake of 6,307 shares — an estimated $336K sold.

Kula Investments first reported a position in MBUU in Q4 2022 and held it in 1 quarter. The position peaked at $336K in Q4 2022. 185 funds tracked by Wall St. Rank hold MBUU as of Q1 2023.

Kula Investments reported no remaining Malibu Boats position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 6,307 Malibu Boats shares in Q1 2023, an estimated $336K.
Kula Investments first reported a position in Malibu Boats in Q4 2022 and held it in 1 quarter.
Kula Investments's Malibu Boats position peaked at $336K in Q4 2022.
185 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.