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Marshall Wace North America’s Malibu Boats MBUU Stock Holding History

Marshall Wace North America’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
2021
Q3 		$4.03M Buy
57,520
+52,511
+1,048% +$3.94M 0.02% 564
2021
Q2 		$367K Buy
+5,009
New +$399K ﹤0.01% 1244
2021
Q1 		– Sell
-38,677
Closed -$2.41M – 1666
2020
Q4 		$2.41M Sell
38,677
-18,034
-32% -$1.04M 0.01% 706
2020
Q3 		$2.81M Sell
56,711
-827
-1% -$44.9K 0.02% 502
2020
Q2 		$2.99M Sell
57,538
-73,597
-56% -$2.94M 0.02% 475
2020
Q1 		$3.77M Sell
131,135
-35,875
-21% -$1.42M 0.03% 366
2019
Q4 		$6.84M Buy
167,010
+120,370
+258% +$4.35M 0.03% 343
2019
Q3 		$1.43M Buy
+46,640
New +$1.44M 0.01% 618
2019
Q2 		– Sell
-30,299
Closed -$1.2M – 1408
2019
Q1 		$1.2M Sell
30,299
-4,238
-12% -$175K 0.01% 638
2018
Q4 		$1.2M Sell
34,537
-25,410
-42% -$1.12M 0.01% 572
2018
Q3 		$3.28M Sell
59,947
-5,142
-8% -$228K 0.02% 397
2018
Q2 		$2.73M Buy
+65,089
New +$2.6M 0.02% 684

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace North America's MBUU Position: Q3 2021 in Review

Marshall Wace North America increased its Malibu Boats (MBUU) stake by 1,048% in Q3 2021, buying an estimated $3.94M and bringing the position to 57,520 shares worth $4.03M. The position accounts for 0.02% of the portfolio, ranked #564.

Marshall Wace North America first reported a position in MBUU in Q2 2018 and has held it in 12 quarters since. The position peaked at $6.84M in Q4 2019. 204 funds tracked by Wall St. Rank hold MBUU as of Q3 2021.

  • Marshall Wace North America held 57,520 shares of Malibu Boats worth $4.03M as of Q3 2021.
  • Marshall Wace North America bought 52,511 Malibu Boats shares in Q3 2021, an estimated $3.94M.
  • Malibu Boats made up 0.02% of Marshall Wace North America's portfolio in Q3 2021, its #564 holding.
  • Marshall Wace North America first reported a position in Malibu Boats in Q2 2018 and has held it in 12 quarters since.
  • Marshall Wace North America's Malibu Boats position peaked at $6.84M in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.