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Mountain Capital Investment Advisors’s Malibu Boats MBUU Stock Holding History

Mountain Capital Investment Advisors’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
-7,333
Closed -$486K – 103
2021
Q4 		$486K Buy
7,333
+719
+11% +$50.5K 0.22% 105
2021
Q3 		$471K Buy
6,614
+157
+2% +$11.8K 0.25% 107
2021
Q2 		$445K Sell
6,457
-1,165
-15% -$92.7K 0.21% 109
2021
Q1 		$642K Buy
7,622
+1,100
+17% +$84.8K 0.32% 106
2020
Q4 		$427K Buy
+6,522
New +$376K 0.26% 107

Other funds holding MBUU

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
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

Mountain Capital Investment Advisors's MBUU Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Malibu Boats (MBUU) in Q1 2022, closing a stake of 7,333 shares — an estimated $486K sold.

Mountain Capital Investment Advisors first reported a position in MBUU in Q4 2020 and held it in 5 quarters. The position peaked at $642K in Q1 2021. 191 funds tracked by Wall St. Rank hold MBUU as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Malibu Boats position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 7,333 Malibu Boats shares in Q1 2022, an estimated $486K.
  • Mountain Capital Investment Advisors first reported a position in Malibu Boats in Q4 2020 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Malibu Boats position peaked at $642K in Q1 2021.
  • 191 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.