Lazard Asset Management
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Lazard Asset Management’s Malibu Boats MBUU Stock Holding History

Lazard Asset Management’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
2024
Q2 		– Sell
-2,837
Closed -$122K – 2355
2024
Q1 		$122K Sell
2,837
-221,407
-99% -$10.1M ﹤0.01% 1470
2023
Q4 		$12.3M Sell
224,244
-14,795
-6% -$709K 0.02% 505
2023
Q3 		$11.7M Sell
239,039
-74,514
-24% -$4M 0.02% 517
2023
Q2 		$18.4M Sell
313,553
-11,248
-3% -$631K 0.02% 423
2023
Q1 		$18.3M Sell
324,801
-31,920
-9% -$1.87M 0.02% 439
2022
Q4 		$19M Sell
356,721
-57,223
-14% -$3.07M 0.03% 425
2022
Q3 		$19.9M Sell
413,944
-213,041
-34% -$12.6M 0.03% 415
2022
Q2 		$33M Buy
626,985
+86,453
+16% +$4.69M 0.04% 312
2022
Q1 		$31.4M Sell
540,532
-25,565
-5% -$1.65M 0.04% 362
2021
Q4 		$38.9M Sell
566,097
-12,129
-2% -$851K 0.04% 344
2021
Q3 		$40.5M Buy
578,226
+13,441
+2% +$1.01M 0.05% 329
2021
Q2 		$41.4M Sell
564,785
-5,925
-1% -$472K 0.05% 318
2021
Q1 		$45.5M Sell
570,710
-38,619
-6% -$2.98M 0.06% 266
2020
Q4 		$38M Buy
609,329
+37,302
+7% +$2.15M 0.05% 312
2020
Q3 		$28.3M Buy
572,027
+28,368
+5% +$1.54M 0.04% 336
2020
Q2 		$28.2M Sell
543,659
-149,237
-22% -$5.96M 0.04% 303
2020
Q1 		$19.9M Sell
692,896
-273,151
-28% -$10.8M 0.04% 309
2019
Q4 		$39.6M Sell
966,047
-98,671
-9% -$3.57M 0.06% 217
2019
Q3 		$32.7M Buy
1,064,718
+101,833
+11% +$3.14M 0.05% 242
2019
Q2 		$37.4M Sell
962,885
-79,600
-8% -$3.16M 0.06% 223
2019
Q1 		$41.3M Sell
1,042,485
-122,900
-11% -$5.08M 0.07% 198
2018
Q4 		$40.6M Buy
1,165,385
+162,900
+16% +$7.16M 0.07% 177
2018
Q3 		$54.9M Buy
1,002,485
+91,700
+10% +$4.07M 0.09% 161
2018
Q2 		$38.2M Sell
910,785
-259,100
-22% -$10.3M 0.07% 199
2018
Q1 		$38.9M Sell
1,169,885
-351,947
-23% -$11.5M 0.07% 186
2017
Q4 		$45.2M Buy
1,521,832
+707,932
+87% +$21.6M 0.08% 181
2017
Q3 		$25.8M Buy
+813,900
New +$22.5M 0.05% 251

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Lazard Asset Management's MBUU Position: Q2 2024 in Review

Lazard Asset Management sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 2,837 shares — an estimated $122K sold.

Lazard Asset Management first reported a position in MBUU in Q3 2017 and held it in 27 quarters. The position peaked at $54.9M in Q3 2018. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • Lazard Asset Management reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • Lazard Asset Management sold 2,837 Malibu Boats shares in Q2 2024, an estimated $122K.
  • Lazard Asset Management first reported a position in Malibu Boats in Q3 2017 and held it in 27 quarters.
  • Lazard Asset Management's Malibu Boats position peaked at $54.9M in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on Lazard Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.