LPL Financial’s Malibu Boats MBUU Stock Holding History

LPL Financial’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	-3,815	Closed	-$215K	–	4643
2023 Q1	$215K	Buy	+3,815	New	+$223K	﹤0.01%	3984
2022 Q3	–	Sell	-5,172	Closed	-$273K	–	4473
2022 Q2	$273K	Sell	5,172 -24,324	-82%	-$1.32M	﹤0.01%	3710
2022 Q1	$1.71M	Sell	29,496 -8,456	-22%	-$545K	﹤0.01%	2179
2021 Q4	$2.61M	Buy	37,952 +22	+0.1%	+$1.54K	﹤0.01%	1895
2021 Q3	$2.65M	Buy	+37,930	New	+$2.85M	﹤0.01%	1839

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 $8.84B 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

LPL Financial's MBUU Position: Q2 2023 in Review

LPL Financial sold out of Malibu Boats (MBUU) in Q2 2023, closing a stake of 3,815 shares — an estimated $215K sold.

LPL Financial first reported a position in MBUU in Q3 2021 and held it in 5 quarters. The position peaked at $2.65M in Q3 2021. 191 funds tracked by Wall St. Rank hold MBUU as of Q2 2023.

LPL Financial reported no remaining Malibu Boats position as of Q2 2023 after selling out during the quarter.
LPL Financial sold 3,815 Malibu Boats shares in Q2 2023, an estimated $215K.
LPL Financial first reported a position in Malibu Boats in Q3 2021 and held it in 5 quarters.
LPL Financial's Malibu Boats position peaked at $2.65M in Q3 2021.
191 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.