MML Investors Services
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MML Investors Services’s Malibu Boats MBUU Stock Holding History

MML Investors Services’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
2024
Q4 		– Sell
-17,743
Closed -$689K – 2705
2024
Q3 		$689K Buy
17,743
+3,228
+22% +$116K ﹤0.01% 1672
2024
Q2 		$509K Buy
14,515
+2,564
+21% +$93.8K ﹤0.01% 1780
2024
Q1 		$517K Buy
11,951
+1,182
+11% +$54.2K ﹤0.01% 1770
2023
Q4 		$590K Buy
10,769
+3,879
+56% +$186K ﹤0.01% 1662
2023
Q3 		$338K Buy
6,890
+482
+8% +$25.9K ﹤0.01% 1862
2023
Q2 		$376K Buy
6,408
+2,733
+74% +$153K ﹤0.01% 1807
2023
Q1 		$207K Buy
+3,675
New +$215K ﹤0.01% 1894

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MML Investors Services's MBUU Position: Q4 2024 in Review

MML Investors Services sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 17,743 shares — an estimated $689K sold.

MML Investors Services first reported a position in MBUU in Q1 2023 and held it in 7 quarters. The position peaked at $689K in Q3 2024. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • MML Investors Services reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 17,743 Malibu Boats shares in Q4 2024, an estimated $689K.
  • MML Investors Services first reported a position in Malibu Boats in Q1 2023 and held it in 7 quarters.
  • MML Investors Services's Malibu Boats position peaked at $689K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.