Plante Moran Financial Advisors’s Malibu Boats MBUU Stock Holding History

Plante Moran Financial Advisors’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
2023 Q3	–	Sell	-111	Closed	-$6.51K	–	820
2023 Q2	$6.51K	Sell	111 -153	-58%	-$8.59K	﹤0.01%	607
2023 Q1	$14.9K	Buy	264 +153	+138%	+$8.95K	﹤0.01%	506
2022 Q4	$5.92K	Hold	111	–	–	﹤0.01%	652
2022 Q3	$5K	Hold	111	–	–	﹤0.01%	697
2022 Q2	$6K	Hold	111	–	–	﹤0.01%	686
2022 Q1	$6K	Hold	111	–	–	﹤0.01%	659
2021 Q4	$8K	Hold	111	–	–	﹤0.01%	727
2021 Q3	$8K	Hold	111	–	–	﹤0.01%	727
2021 Q2	$8K	Hold	111	–	–	﹤0.01%	712
2021 Q1	$9K	Hold	111	–	–	﹤0.01%	672
2020 Q4	$7K	Hold	111	–	–	﹤0.01%	666
2020 Q3	$6K	Hold	111	–	–	﹤0.01%	667
2020 Q2	$6K	Hold	111	–	–	﹤0.01%	575
2020 Q1	$3K	Hold	111	–	–	﹤0.01%	624
2019 Q4	$5K	Hold	111	–	–	﹤0.01%	614
2019 Q3	$3K	Hold	111	–	–	﹤0.01%	741
2019 Q2	$4K	Hold	111	–	–	﹤0.01%	672
2019 Q1	$4K	Hold	111	–	–	﹤0.01%	661
2018 Q4	$4K	Hold	111	–	–	﹤0.01%	623
2018 Q3	$6K	Hold	111	–	–	﹤0.01%	570
2018 Q2	$5K	Hold	111	–	–	﹤0.01%	633
2018 Q1	$4K	Buy	+111	New	+$3.61K	﹤0.01%	757
2017 Q1	–	Sell	-188	Closed	-$4K	–	962
2016 Q4	$4K	Buy	188 +6	+3%	+$101	﹤0.01%	756
2016 Q3	$3K	Buy	+182	New	+$2.49K	﹤0.01%	790

Other funds holding MBUU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Plante Moran Financial Advisors's MBUU Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 111 shares — an estimated $6.51K sold.

Plante Moran Financial Advisors first reported a position in MBUU in Q3 2016 and held it in 24 quarters. The position peaked at $14.9K in Q1 2023. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

Plante Moran Financial Advisors reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 111 Malibu Boats shares in Q3 2023, an estimated $6.51K.
Plante Moran Financial Advisors first reported a position in Malibu Boats in Q3 2016 and held it in 24 quarters.
Plante Moran Financial Advisors's Malibu Boats position peaked at $14.9K in Q1 2023.
180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.