Livforsakringsbolaget Skandia’s Malibu Boats MBUU Stock Holding History

Livforsakringsbolaget Skandia’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 Q4	–	Sell	-13,100	Closed	-$642K	–	584
2023 Q3	$642K	Hold	13,100	–	–	0.07%	191
2023 Q2	$768K	Sell	13,100 -1,400	-10%	-$78.6K	0.08%	182
2023 Q1	$818K	Hold	14,500	–	–	0.09%	187
2022 Q4	$772K	Hold	14,500	–	–	0.09%	179
2022 Q3	$695K	Sell	14,500 -3,000	-17%	-$177K	0.09%	171
2022 Q2	$921K	Hold	17,500	–	–	0.08%	176
2022 Q1	$1.01M	Hold	17,500	–	–	0.07%	192
2021 Q4	$1.2M	Hold	17,500	–	–	0.08%	188
2021 Q3	$1.22M	Hold	17,500	–	–	0.08%	208
2021 Q2	$1.28M	Buy	17,500 +900	+5%	+$71.6K	0.08%	215
2021 Q1	$1.32M	Buy	16,600 +2,500	+18%	+$193K	0.09%	189
2020 Q4	$880K	Hold	14,100	–	–	0.07%	223
2020 Q3	$699K	Hold	14,100	–	–	0.07%	206
2020 Q2	$732K	Hold	14,100	–	–	0.08%	192
2020 Q1	$406K	Hold	14,100	–	–	0.06%	239
2019 Q4	$577K	Hold	14,100	–	–	0.07%	203
2019 Q3	$433K	Hold	14,100	–	–	0.05%	265
2019 Q2	$548K	Hold	14,100	–	–	0.07%	223
2019 Q1	$558K	Hold	14,100	–	–	0.07%	210
2018 Q4	$491K	Buy	14,100 +10,500	+292%	+$461K	0.07%	212
2018 Q3	$197K	Buy	+3,600	New	+$160K	0.02%	385

Other funds holding MBUU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Livforsakringsbolaget Skandia's MBUU Position: Q4 2023 in Review

Livforsakringsbolaget Skandia sold out of Malibu Boats (MBUU) in Q4 2023, closing a stake of 13,100 shares — an estimated $642K sold.

Livforsakringsbolaget Skandia first reported a position in MBUU in Q3 2018 and held it in 21 quarters. The position peaked at $1.32M in Q1 2021. 180 funds tracked by Wall St. Rank hold MBUU as of Q4 2023.

Livforsakringsbolaget Skandia reported no remaining Malibu Boats position as of Q4 2023 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 13,100 Malibu Boats shares in Q4 2023, an estimated $642K.
Livforsakringsbolaget Skandia first reported a position in Malibu Boats in Q3 2018 and held it in 21 quarters.
Livforsakringsbolaget Skandia's Malibu Boats position peaked at $1.32M in Q1 2021.
180 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2023.

Based on Livforsakringsbolaget Skandia's 13F filing for Q4 2023, filed 31 Jan 2024.