Moody Aldrich Partners’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-72,501
| Closed | -$5.07M | – | 170 |
|
|
2021
Q3 | $5.07M | Sell |
72,501
-13,977
| -16% | -$978K | 0.64% | 68 |
|
|
2021
Q2 | $6.34M | Sell |
86,478
-43,192
| -33% | -$3.17M | 0.89% | 51 |
|
|
2021
Q1 | $10.3M | Buy |
129,670
+35,111
| +37% | +$2.8M | 1.49% | 15 |
|
|
2020
Q4 | $5.9M | Buy |
94,559
+41
| +0% | +$2.56K | 0.95% | 44 |
|
|
2020
Q3 | $4.68M | Buy |
94,518
+30,773
| +48% | +$1.53M | 0.98% | 43 |
|
|
2020
Q2 | $3.31M | Buy |
+63,745
| New | +$3.31M | 0.7% | 66 |
|
|
2019
Q3 | – | Sell |
-96,143
| Closed | -$3.74M | – | 135 |
|
|
2019
Q2 | $3.74M | Buy |
96,143
+10,224
| +12% | +$397K | 0.95% | 45 |
|
|
2019
Q1 | $3.4M | Buy |
85,919
+31,562
| +58% | +$1.25M | 0.95% | 50 |
|
|
2018
Q4 | $1.89M | Buy |
54,357
+2,268
| +4% | +$78.9K | 0.62% | 66 |
|
|
2018
Q3 | $2.85M | Sell |
52,089
-14,042
| -21% | -$768K | 0.82% | 60 |
|
|
2018
Q2 | $2.77M | Buy |
66,131
+8,441
| +15% | +$354K | 0.99% | 50 |
|
|
2018
Q1 | $1.92M | Buy |
57,690
+13,623
| +31% | +$452K | 1.23% | 34 |
|
|
2017
Q4 | $1.31M | Sell |
44,067
-5,262
| -11% | -$156K | 1.06% | 44 |
|
|
2017
Q3 | $1.56M | Buy |
49,329
+24,904
| +102% | +$788K | 1.61% | 15 |
|
|
2017
Q2 | $632K | Buy |
24,425
+6,725
| +38% | +$174K | 0.79% | 58 |
|
|
2017
Q1 | $397K | Buy |
+17,700
| New | +$397K | 0.68% | 69 |
|