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Panagora Asset Management’s Malibu Boats MBUU Stock Holding History

Panagora 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
Q1 		– Sell
-48,022
Closed -$3.3M – 1565
2021
Q4 		$3.3M Sell
48,022
-19,803
-29% -$1.39M 0.02% 503
2021
Q3 		$4.75M Sell
67,825
-28,553
-30% -$2.14M 0.03% 440
2021
Q2 		$7.07M Sell
96,378
-11,810
-11% -$940K 0.04% 368
2021
Q1 		$8.62M Sell
108,188
-24,612
-19% -$1.9M 0.05% 343
2020
Q4 		$8.29M Buy
132,800
+5,611
+4% +$324K 0.05% 319
2020
Q3 		$6.3M Sell
127,189
-35,576
-22% -$1.93M 0.04% 341
2020
Q2 		$8.46M Buy
162,765
+10,569
+7% +$422K 0.05% 281
2020
Q1 		$4.38M Sell
152,196
-73,044
-32% -$2.9M 0.03% 380
2019
Q4 		$9.22M Buy
225,240
+76,430
+51% +$2.76M 0.04% 346
2019
Q3 		$4.57M Buy
148,810
+15,136
+11% +$467K 0.02% 484
2019
Q2 		$5.19M Buy
133,674
+9,081
+7% +$361K 0.02% 487
2019
Q1 		$4.93M Buy
124,593
+55,562
+80% +$2.3M 0.02% 514
2018
Q4 		$2.4M Buy
69,031
+50,780
+278% +$2.23M 0.01% 717
2018
Q3 		$999K Buy
+18,251
New +$811K ﹤0.01% 1130
2018
Q1 		– Sell
-4,011
Closed -$119K – 2370
2017
Q4 		$119K Sell
4,011
-2,578
-39% -$78.6K ﹤0.01% 1826
2017
Q3 		$208K Sell
6,589
-63,680
-91% -$1.76M ﹤0.01% 1664
2017
Q2 		$1.82M Buy
70,269
+68,882
+4,966% +$1.62M 0.01% 901
2017
Q1 		$31K Buy
+1,387
New +$28.1K ﹤0.01% 2099
2016
Q4 		– Sell
-8,122
Closed -$121K – 2394
2016
Q3 		$121K Buy
+8,122
New +$111K ﹤0.01% 1914
2015
Q2 		– Sell
-17,626
Closed -$412K – 2453
2015
Q1 		$412K Buy
+17,626
New +$366K ﹤0.01% 1396
2014
Q3 		– Sell
-76,016
Closed -$1.53M – 2321
2014
Q2 		$1.53M Sell
76,016
-4,262
-5% -$87.8K 0.01% 911
2014
Q1 		$1.78M Buy
+80,278
New +$1.6M 0.01% 928

Other funds holding MBUU

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Panagora Asset Management's MBUU Position: Q1 2022 in Review

Panagora Asset Management sold out of Malibu Boats (MBUU) in Q1 2022, closing a stake of 48,022 shares — an estimated $3.3M sold.

Panagora Asset Management first reported a position in MBUU in Q1 2014 and held it in 22 quarters. The position peaked at $9.22M in Q4 2019. 191 funds tracked by Wall St. Rank hold MBUU as of Q1 2022.

  • Panagora Asset Management reported no remaining Malibu Boats position as of Q1 2022 after selling out during the quarter.
  • Panagora Asset Management sold 48,022 Malibu Boats shares in Q1 2022, an estimated $3.3M.
  • Panagora Asset Management first reported a position in Malibu Boats in Q1 2014 and held it in 22 quarters.
  • Panagora Asset Management's Malibu Boats position peaked at $9.22M in Q4 2019.
  • 191 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2022.

Based on Panagora Asset Management's 13F filing for Q1 2022, filed 12 May 2022.