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Next Financial Group’s Malibu Boats MBUU Stock Holding History

Next Financial Group’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 		$9K Buy
130
+108
+491% +$7.58K ﹤0.01% 2225
2021
Q3 		$2K Buy
22
+11
+100% +$826 ﹤0.01% 2496
2021
Q2 		$1K Hold
11
– – ﹤0.01% 2537
2021
Q1 		$1K Buy
+11
New +$848 ﹤0.01% 2431
2019
Q4 		– Sell
-65
Closed -$2K – 2464
2019
Q3 		$2K Hold
65
– – ﹤0.01% 2122
2019
Q2 		$3K Hold
65
– – ﹤0.01% 2021
2019
Q1 		$3K Buy
+65
New +$2.69K ﹤0.01% 1385

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

Next Financial Group's MBUU Position: Q4 2021 in Review

Next Financial Group increased its Malibu Boats (MBUU) stake by 491% in Q4 2021, buying an estimated $7.58K and bringing the position to 130 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Next Financial Group first reported a position in MBUU in Q1 2019 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

  • Next Financial Group held 130 shares of Malibu Boats worth $9K as of Q4 2021.
  • Next Financial Group bought 108 Malibu Boats shares in Q4 2021, an estimated $7.58K.
  • Malibu Boats made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2225 holding.
  • Next Financial Group first reported a position in Malibu Boats in Q1 2019 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.