Mackenzie Financial
MBUU icon

Mackenzie Financial’s Malibu Boats MBUU Stock Holding History

Mackenzie 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
2020
Q2 		– Sell
-24,040
Closed -$692K – 1083
2020
Q1 		$692K Buy
24,040
+3,990
+20% +$158K ﹤0.01% 742
2019
Q4 		$821K Sell
20,050
-1,560
-7% -$56.4K ﹤0.01% 770
2019
Q3 		$663K Hold
21,610
– – ﹤0.01% 792
2019
Q2 		$840K Hold
21,610
– – ﹤0.01% 776
2019
Q1 		$855K Buy
+21,610
New +$894K ﹤0.01% 946
2018
Q4 		– Sell
-77,181
Closed -$4.22M – 1196
2018
Q3 		$4.22M Hold
77,181
– – 0.01% 521
2018
Q2 		$3.24M Hold
77,181
– – 0.01% 527
2018
Q1 		$2.56M Buy
77,181
+13,119
+20% +$427K 0.01% 531
2017
Q4 		$1.91M Buy
64,062
+19,091
+42% +$582K ﹤0.01% 538
2017
Q3 		$1.42M Buy
44,971
+6,463
+17% +$179K 0.01% 415
2017
Q2 		$996K Buy
38,508
+21,508
+127% +$507K 0.01% 448
2017
Q1 		$382K Buy
17,000
+2,465
+17% +$49.9K ﹤0.01% 551
2016
Q4 		$277K Buy
+14,535
New +$245K ﹤0.01% 567

Other funds holding MBUU

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Mackenzie Financial's MBUU Position: Q2 2020 in Review

Mackenzie Financial sold out of Malibu Boats (MBUU) in Q2 2020, closing a stake of 24,040 shares — an estimated $692K sold.

Mackenzie Financial first reported a position in MBUU in Q4 2016 and held it in 13 quarters. The position peaked at $4.22M in Q3 2018. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2020.

  • Mackenzie Financial reported no remaining Malibu Boats position as of Q2 2020 after selling out during the quarter.
  • Mackenzie Financial sold 24,040 Malibu Boats shares in Q2 2020, an estimated $692K.
  • Mackenzie Financial first reported a position in Malibu Boats in Q4 2016 and held it in 13 quarters.
  • Mackenzie Financial's Malibu Boats position peaked at $4.22M in Q3 2018.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2020.

Based on Mackenzie Financial's 13F filing for Q2 2020, filed 13 Aug 2020.