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Osterweis Capital Management’s Malibu Boats MBUU Stock Holding History

Osterweis Capital 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
2021
Q2 		– Sell
-18,960
Closed -$1.51M – 145
2021
Q1 		$1.51M Buy
+18,960
New +$1.46M 0.08% 105

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

Osterweis Capital Management's MBUU Position: Q2 2021 in Review

Osterweis Capital Management sold out of Malibu Boats (MBUU) in Q2 2021, closing a stake of 18,960 shares — an estimated $1.51M sold.

Osterweis Capital Management first reported a position in MBUU in Q1 2021 and held it in 1 quarter. The position peaked at $1.51M in Q1 2021. 187 funds tracked by Wall St. Rank hold MBUU as of Q2 2021.

  • Osterweis Capital Management reported no remaining Malibu Boats position as of Q2 2021 after selling out during the quarter.
  • Osterweis Capital Management sold 18,960 Malibu Boats shares in Q2 2021, an estimated $1.51M.
  • Osterweis Capital Management first reported a position in Malibu Boats in Q1 2021 and held it in 1 quarter.
  • Osterweis Capital Management's Malibu Boats position peaked at $1.51M in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2021.

Based on Osterweis Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.