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Moody Aldrich Partners’s Malibu Boats MBUU Stock Holding History

Moody Aldrich 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
2021
Q4 		– Sell
-72,501
Closed -$5.07M – 170
2021
Q3 		$5.07M Sell
72,501
-13,977
-16% -$1.05M 0.64% 68
2021
Q2 		$6.34M Sell
86,478
-43,192
-33% -$3.44M 0.89% 51
2021
Q1 		$10.3M Buy
129,670
+35,111
+37% +$2.71M 1.49% 15
2020
Q4 		$5.9M Buy
94,559
+41
+0% +$2.37K 0.95% 44
2020
Q3 		$4.68M Buy
94,518
+30,773
+48% +$1.67M 0.98% 43
2020
Q2 		$3.31M Buy
+63,745
New +$2.55M 0.7% 66
2019
Q3 		– Sell
-96,143
Closed -$3.73M – 135
2019
Q2 		$3.73M Buy
96,143
+10,224
+12% +$406K 0.95% 45
2019
Q1 		$3.4M Buy
85,919
+31,562
+58% +$1.31M 0.95% 50
2018
Q4 		$1.89M Buy
54,357
+2,268
+4% +$99.7K 0.62% 66
2018
Q3 		$2.85M Sell
52,089
-14,042
-21% -$624K 0.82% 60
2018
Q2 		$2.77M Buy
66,131
+8,441
+15% +$337K 0.99% 50
2018
Q1 		$1.92M Buy
57,690
+13,623
+31% +$443K 1.23% 34
2017
Q4 		$1.31M Sell
44,067
-5,262
-11% -$160K 1.06% 44
2017
Q3 		$1.56M Buy
49,329
+24,904
+102% +$688K 1.61% 15
2017
Q2 		$632K Buy
24,425
+6,725
+38% +$159K 0.79% 58
2017
Q1 		$397K Buy
+17,700
New +$358K 0.68% 69

Other funds holding MBUU

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Moody Aldrich Partners's MBUU Position: Q4 2021 in Review

Moody Aldrich Partners sold out of Malibu Boats (MBUU) in Q4 2021, closing a stake of 72,501 shares — an estimated $5.07M sold.

Moody Aldrich Partners first reported a position in MBUU in Q1 2017 and held it in 16 quarters. The position peaked at $10.3M in Q1 2021. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

  • Moody Aldrich Partners reported no remaining Malibu Boats position as of Q4 2021 after selling out during the quarter.
  • Moody Aldrich Partners sold 72,501 Malibu Boats shares in Q4 2021, an estimated $5.07M.
  • Moody Aldrich Partners first reported a position in Malibu Boats in Q1 2017 and held it in 16 quarters.
  • Moody Aldrich Partners's Malibu Boats position peaked at $10.3M in Q1 2021.
  • 198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on Moody Aldrich Partners's 13F filing for Q4 2021, filed 2 Feb 2022.