New York Life Investment Management’s Malibu Boats MBUU Stock Holding History

New York Life 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
2024 Q2	–	Sell	-8,833	Closed	-$382K	–	1135
2024 Q1	$382K	Buy	8,833 +2,669	+43%	+$122K	﹤0.01%	834
2023 Q4	$338K	Sell	6,164 -143	-2%	-$6.86K	﹤0.01%	1141
2023 Q3	$309K	Sell	6,307 -994	-14%	-$53.4K	﹤0.01%	1126
2023 Q2	$428K	Sell	7,301 -1,391	-16%	-$78.1K	﹤0.01%	888
2023 Q1	$491K	Sell	8,692 -1,087	-11%	-$63.6K	0.01%	724
2022 Q4	$521K	Buy	9,779 +1,103	+13%	+$59.1K	0.01%	891
2022 Q3	$416K	Buy	8,676 +637	+8%	+$37.6K	0.01%	917
2022 Q2	$424K	Buy	+8,039	New	+$436K	﹤0.01%	885

Other funds holding MBUU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

New York Life Investment Management's MBUU Position: Q2 2024 in Review

New York Life Investment Management sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 8,833 shares — an estimated $382K sold.

New York Life Investment Management first reported a position in MBUU in Q2 2022 and held it in 8 quarters. The position peaked at $521K in Q4 2022. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

New York Life Investment Management reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 8,833 Malibu Boats shares in Q2 2024, an estimated $382K.
New York Life Investment Management first reported a position in Malibu Boats in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Malibu Boats position peaked at $521K in Q4 2022.
167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.