NewEdge Advisors’s Malibu Boats MBUU Stock Holding History

NewEdge 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
2024 Q2	–	Sell	-1	Closed	-$43	–	3921
2024 Q1	$43	Buy	+1	New	+$46	﹤0.01%	3740

Other funds holding MBUU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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

NewEdge Advisors's MBUU Position: Q2 2024 in Review

NewEdge Advisors sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 1 share — an estimated $43 sold.

NewEdge Advisors first reported a position in MBUU in Q1 2024 and held it in 1 quarter. The position peaked at $43 in Q1 2024. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

NewEdge Advisors reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
NewEdge Advisors sold 1 Malibu Boats share in Q2 2024, an estimated $43.
NewEdge Advisors first reported a position in Malibu Boats in Q1 2024 and held it in 1 quarter.
NewEdge Advisors's Malibu Boats position peaked at $43 in Q1 2024.
167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.