Principal Financial Group
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Principal Financial Group’s Malibu Boats MBUU Stock Holding History

Principal 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
Q3 		– Sell
-9,728
Closed -$341K – 2331
2024
Q2 		$341K Buy
9,728
+435
+5% +$15.9K ﹤0.01% 2036
2024
Q1 		$402K Buy
9,293
+3,954
+74% +$181K ﹤0.01% 2031
2023
Q4 		$293K Buy
5,339
+735
+16% +$35.2K ﹤0.01% 2072
2023
Q3 		$226K Buy
4,604
+906
+24% +$48.7K ﹤0.01% 2131
2023
Q2 		$217K Sell
3,698
-921
-20% -$51.7K ﹤0.01% 2162
2023
Q1 		$261K Sell
4,619
-806
-15% -$47.1K ﹤0.01% 2120
2022
Q4 		$289K Buy
+5,425
New +$291K ﹤0.01% 2109
2022
Q2 		– Sell
-3,796
Closed -$220K – 2595
2022
Q1 		$220K Buy
3,796
+271
+8% +$17.5K ﹤0.01% 2312
2021
Q4 		$242K Sell
3,525
-828
-19% -$58.1K ﹤0.01% 2307
2021
Q3 		$305K Buy
4,353
+1,039
+31% +$78K ﹤0.01% 2299
2021
Q2 		$243K Sell
3,314
-1,179
-26% -$93.8K ﹤0.01% 2419
2021
Q1 		$358K Sell
4,493
-709
-14% -$54.7K ﹤0.01% 2228
2020
Q4 		$325K Buy
+5,202
New +$300K ﹤0.01% 2217
2019
Q2 		– Sell
-7,210
Closed -$285K – 2253
2019
Q1 		$285K Sell
7,210
-32
-0.4% -$1.32K ﹤0.01% 2045
2018
Q4 		$252K Sell
7,242
-4,813
-40% -$211K ﹤0.01% 2074
2018
Q3 		$660K Buy
12,055
+4,263
+55% +$189K ﹤0.01% 1912
2018
Q2 		$327K Sell
7,792
-1,625
-17% -$64.8K ﹤0.01% 2055
2018
Q1 		$313K Buy
9,417
+882
+10% +$28.7K ﹤0.01% 2013
2017
Q4 		$254K Buy
+8,535
New +$260K ﹤0.01% 2080

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Principal Financial Group's MBUU Position: Q3 2024 in Review

Principal Financial Group sold out of Malibu Boats (MBUU) in Q3 2024, closing a stake of 9,728 shares — an estimated $341K sold.

Principal Financial Group first reported a position in MBUU in Q4 2017 and held it in 19 quarters. The position peaked at $660K in Q3 2018. 169 funds tracked by Wall St. Rank hold MBUU as of Q3 2024.

  • Principal Financial Group reported no remaining Malibu Boats position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 9,728 Malibu Boats shares in Q3 2024, an estimated $341K.
  • Principal Financial Group first reported a position in Malibu Boats in Q4 2017 and held it in 19 quarters.
  • Principal Financial Group's Malibu Boats position peaked at $660K in Q3 2018.
  • 169 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.