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Oppenheimer Asset Management’s Malibu Boats MBUU Stock Holding History

Oppenheimer Asset 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
2022
Q2 		– Sell
-6,874
Closed -$399K – 1185
2022
Q1 		$399K Buy
6,874
+187
+3% +$12.1K 0.01% 964
2021
Q4 		$460K Buy
6,687
+1,397
+26% +$98.1K 0.01% 985
2021
Q3 		$370K Buy
5,290
+157
+3% +$11.8K 0.01% 1001
2021
Q2 		$376K Buy
5,133
+747
+17% +$59.5K 0.01% 1016
2021
Q1 		$349K Buy
4,386
+1,188
+37% +$91.6K 0.01% 997
2020
Q4 		$200K Buy
+3,198
New +$185K ﹤0.01% 1077

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Oppenheimer Asset Management's MBUU Position: Q2 2022 in Review

Oppenheimer Asset Management sold out of Malibu Boats (MBUU) in Q2 2022, closing a stake of 6,874 shares — an estimated $399K sold.

Oppenheimer Asset Management first reported a position in MBUU in Q4 2020 and held it in 6 quarters. The position peaked at $460K in Q4 2021. 194 funds tracked by Wall St. Rank hold MBUU as of Q2 2022.

  • Oppenheimer Asset Management reported no remaining Malibu Boats position as of Q2 2022 after selling out during the quarter.
  • Oppenheimer Asset Management sold 6,874 Malibu Boats shares in Q2 2022, an estimated $399K.
  • Oppenheimer Asset Management first reported a position in Malibu Boats in Q4 2020 and held it in 6 quarters.
  • Oppenheimer Asset Management's Malibu Boats position peaked at $460K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2022.

Based on Oppenheimer Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.