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Mesirow Financial Investment Management’s Malibu Boats MBUU Stock Holding History

Mesirow Financial Investment Management’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
Q3 		– Sell
-3,487
Closed -$205K – 87
2023
Q2 		$205K Sell
3,487
-177
-5% -$9.94K 0.87% 70
2023
Q1 		$207K Sell
3,664
-2,115
-37% -$124K 0.86% 66
2022
Q4 		$308K Hold
5,779
– – 1.29% 28
2022
Q3 		$277K Hold
5,779
– – 1.32% 37
2022
Q2 		$305K Buy
+5,779
New +$314K 1.48% 30
2020
Q2 		– Sell
-8,542
Closed -$246K – 77
2020
Q1 		$246K Buy
+8,542
New +$339K 1.55% 31

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Loomis, Sayles & Company
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

Mesirow Financial Investment Management's MBUU Position: Q3 2023 in Review

Mesirow Financial Investment Management sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 3,487 shares — an estimated $205K sold.

Mesirow Financial Investment Management first reported a position in MBUU in Q1 2020 and held it in 6 quarters. The position peaked at $308K in Q4 2022. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

  • Mesirow Financial Investment Management reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 3,487 Malibu Boats shares in Q3 2023, an estimated $205K.
  • Mesirow Financial Investment Management first reported a position in Malibu Boats in Q1 2020 and held it in 6 quarters.
  • Mesirow Financial Investment Management's Malibu Boats position peaked at $308K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Mesirow Financial Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.