McDonald Partners’s Malibu Boats MBUU Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-17	Closed	-$1.17K	–	539
2021 Q4	$1.17K	Buy	+17	New	+$1.19K	﹤0.01%	431

Other funds holding MBUU

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

McDonald Partners's MBUU Position: Q1 2022 in Review

McDonald Partners sold out of Malibu Boats (MBUU) in Q1 2022, closing a stake of 17 shares — an estimated $1.17K sold.

McDonald Partners first reported a position in MBUU in Q4 2021 and held it in 1 quarter. The position peaked at $1.17K in Q4 2021. 191 funds tracked by Wall St. Rank hold MBUU as of Q1 2022.

McDonald Partners reported no remaining Malibu Boats position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 17 Malibu Boats shares in Q1 2022, an estimated $1.17K.
McDonald Partners first reported a position in Malibu Boats in Q4 2021 and held it in 1 quarter.
McDonald Partners's Malibu Boats position peaked at $1.17K in Q4 2021.
191 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.