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Prudent Man Advisors’s Malibu Boats MBUU Stock Holding History

Prudent Man 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
2021
Q4 		– Sell
-3,215
Closed -$225K – 198
2021
Q3 		$225K Buy
+3,215
New +$241K 0.09% 184

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

Prudent Man Advisors's MBUU Position: Q4 2021 in Review

Prudent Man Advisors sold out of Malibu Boats (MBUU) in Q4 2021, closing a stake of 3,215 shares — an estimated $225K sold.

Prudent Man Advisors first reported a position in MBUU in Q3 2021 and held it in 1 quarter. The position peaked at $225K in Q3 2021. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

  • Prudent Man Advisors reported no remaining Malibu Boats position as of Q4 2021 after selling out during the quarter.
  • Prudent Man Advisors sold 3,215 Malibu Boats shares in Q4 2021, an estimated $225K.
  • Prudent Man Advisors first reported a position in Malibu Boats in Q3 2021 and held it in 1 quarter.
  • Prudent Man Advisors's Malibu Boats position peaked at $225K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on Prudent Man Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.