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Orion Portfolio Solutions’s Malibu Boats MBUU Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-15
Closed – – 2347
2020
Q1 		$0 Buy
15
+5
+50% +$198 ﹤0.01% 2126
2019
Q4 		$0 Buy
+10
New +$361 ﹤0.01% 1884

Other funds holding MBUU

Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Orion Portfolio Solutions's MBUU Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Malibu Boats (MBUU) in Q2 2020, closing a stake of 15 shares.

Orion Portfolio Solutions first reported a position in MBUU in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Malibu Boats position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 15 Malibu Boats shares in Q2 2020.
  • Orion Portfolio Solutions first reported a position in Malibu Boats in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Malibu Boats position peaked at $0 in Q1 2020.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.