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PAX Financial Group’s Malibu Boats MBUU Stock Holding History

PAX Financial Group’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
2024
Q2 		– Sell
-13,375
Closed -$579K – 247
2024
Q1 		$579K Buy
+13,375
New +$613K 0.12% 167

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

PAX Financial Group's MBUU Position: Q2 2024 in Review

PAX Financial Group sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 13,375 shares — an estimated $579K sold.

PAX Financial Group first reported a position in MBUU in Q1 2024 and held it in 1 quarter. The position peaked at $579K in Q1 2024. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • PAX Financial Group reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • PAX Financial Group sold 13,375 Malibu Boats shares in Q2 2024, an estimated $579K.
  • PAX Financial Group first reported a position in Malibu Boats in Q1 2024 and held it in 1 quarter.
  • PAX Financial Group's Malibu Boats position peaked at $579K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on PAX Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.