Oppenheimer & Co’s Malibu Boats MBUU Stock Holding History

Oppenheimer & Co’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
2020 Q4	–	Sell	-9,135	Closed	-$453K	–	1380
2020 Q3	$453K	Buy	+9,135	New	+$496K	0.01%	844

Other funds holding MBUU

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Oppenheimer & Co's MBUU Position: Q4 2020 in Review

Oppenheimer & Co sold out of Malibu Boats (MBUU) in Q4 2020, closing a stake of 9,135 shares — an estimated $453K sold.

Oppenheimer & Co first reported a position in MBUU in Q3 2020 and held it in 1 quarter. The position peaked at $453K in Q3 2020. 192 funds tracked by Wall St. Rank hold MBUU as of Q4 2020.

Oppenheimer & Co reported no remaining Malibu Boats position as of Q4 2020 after selling out during the quarter.
Oppenheimer & Co sold 9,135 Malibu Boats shares in Q4 2020, an estimated $453K.
Oppenheimer & Co first reported a position in Malibu Boats in Q3 2020 and held it in 1 quarter.
Oppenheimer & Co's Malibu Boats position peaked at $453K in Q3 2020.
192 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2020.

Based on Oppenheimer & Co's 13F filing for Q4 2020, filed 11 Feb 2021.