Lombard Odier Asset Management (Switzerland)’s Malibu Boats MBUU Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q2	–	Sell	-7,300	Closed	-$412K	–	284
2023 Q1	$412K	Hold	7,300	–	–	0.04%	298
2022 Q4	$389K	Sell	7,300 -11,200	-61%	-$601K	0.03%	290
2022 Q3	$888K	Hold	18,500	–	–	0.08%	162
2022 Q2	$975K	Buy	18,500 +3,100	+20%	+$168K	0.08%	154
2022 Q1	$893K	Hold	15,400	–	–	0.07%	135
2021 Q4	$1.06M	Hold	15,400	–	–	0.07%	138
2021 Q3	$988K	Buy	+15,400	New	+$1.16M	0.06%	148

Other funds holding MBUU

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

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

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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

Lombard Odier Asset Management (Switzerland)'s MBUU Position: Q2 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of Malibu Boats (MBUU) in Q2 2023, closing a stake of 7,300 shares — an estimated $412K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in MBUU in Q3 2021 and held it in 7 quarters. The position peaked at $1.06M in Q4 2021. 191 funds tracked by Wall St. Rank hold MBUU as of Q2 2023.

Lombard Odier Asset Management (Switzerland) reported no remaining Malibu Boats position as of Q2 2023 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 7,300 Malibu Boats shares in Q2 2023, an estimated $412K.
Lombard Odier Asset Management (Switzerland) first reported a position in Malibu Boats in Q3 2021 and held it in 7 quarters.
Lombard Odier Asset Management (Switzerland)'s Malibu Boats position peaked at $1.06M in Q4 2021.
191 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 14 Aug 2023.