Loomis, Sayles & Company
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Loomis, Sayles & Company’s Malibu Boats MBUU Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-535,469
Closed -$29.4M – 865
2023
Q4 		$29.4M Sell
535,469
-16,952
-3% -$813K 0.05% 203
2023
Q3 		$27.1M Sell
552,421
-17,245
-3% -$926K 0.05% 204
2023
Q2 		$33.4M Sell
569,666
-5,264
-0.9% -$296K 0.05% 173
2023
Q1 		$32.5M Buy
574,930
+4,813
+0.8% +$281K 0.06% 168
2022
Q4 		$30.4M Sell
570,117
-13,638
-2% -$731K 0.06% 169
2022
Q3 		$28M Sell
583,755
-7,032
-1% -$415K 0.06% 173
2022
Q2 		$31.1M Sell
590,787
-3,004
-0.5% -$163K 0.06% 159
2022
Q1 		$34.4M Sell
593,791
-11,328
-2% -$730K 0.05% 204
2021
Q4 		$41.6M Sell
605,119
-16,331
-3% -$1.15M 0.05% 188
2021
Q3 		$43.5M Sell
621,450
-9,639
-2% -$724K 0.05% 183
2021
Q2 		$46.3M Sell
631,089
-12,834
-2% -$1.02M 0.06% 168
2021
Q1 		$51.3M Sell
643,923
-2,043
-0.3% -$158K 0.07% 134
2020
Q4 		$40.3M Buy
645,966
+90,410
+16% +$5.22M 0.05% 162
2020
Q3 		$27.5M Buy
+555,556
New +$30.2M 0.04% 182
2019
Q3 		– Sell
-439,690
Closed -$17.1M – 719
2019
Q2 		$17.1M Buy
439,690
+13,243
+3% +$526K 0.03% 229
2019
Q1 		$16.9M Sell
426,447
-15,118
-3% -$625K 0.03% 239
2018
Q4 		$15.4M Buy
441,565
+226,229
+105% +$9.94M 0.04% 217
2018
Q3 		$11.8M Buy
+215,336
New +$9.57M 0.02% 337

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company's MBUU Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 535,469 shares — an estimated $29.4M sold.

Loomis, Sayles & Company first reported a position in MBUU in Q3 2018 and held it in 18 quarters. The position peaked at $51.3M in Q1 2021. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 535,469 Malibu Boats shares in Q1 2024, an estimated $29.4M.
  • Loomis, Sayles & Company first reported a position in Malibu Boats in Q3 2018 and held it in 18 quarters.
  • Loomis, Sayles & Company's Malibu Boats position peaked at $51.3M in Q1 2021.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.