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Raymond James Financial Services Advisors’s Malibu Boats MBUU Stock Holding History

Raymond James Financial Services 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
2024
Q1 		– Sell
-41,686
Closed -$2.29M – 3452
2023
Q4 		$2.29M Buy
41,686
+37,197
+829% +$1.78M ﹤0.01% 1504
2023
Q3 		$220K Sell
4,489
-9,610
-68% -$516K ﹤0.01% 2871
2023
Q2 		$827K Sell
14,099
-2,507
-15% -$141K ﹤0.01% 2035
2023
Q1 		$937K Sell
16,606
-28
-0.2% -$1.64K ﹤0.01% 1935
2022
Q4 		$887K Buy
16,634
+52
+0.3% +$2.79K ﹤0.01% 1915
2022
Q3 		$796K Sell
16,582
-197
-1% -$11.6K ﹤0.01% 1958
2022
Q2 		$884K Sell
16,779
-298
-2% -$16.2K ﹤0.01% 1913
2022
Q1 		$991K Buy
17,077
+707
+4% +$45.6K ﹤0.01% 1952
2021
Q4 		$1.13M Buy
16,370
+630
+4% +$44.2K ﹤0.01% 1901
2021
Q3 		$1.1M Buy
15,740
+3,003
+24% +$226K ﹤0.01% 1892
2021
Q2 		$934K Buy
12,737
+6,512
+105% +$518K ﹤0.01% 2000
2021
Q1 		$496K Buy
6,225
+777
+14% +$59.9K ﹤0.01% 2292
2020
Q4 		$340K Buy
5,448
+28
+0.5% +$1.62K ﹤0.01% 2388
2020
Q3 		$269K Sell
5,420
-8,554
-61% -$465K ﹤0.01% 2336
2020
Q2 		$726K Buy
13,974
+6,763
+94% +$270K ﹤0.01% 1691
2020
Q1 		$208K Sell
7,211
-613
-8% -$24.3K ﹤0.01% 2048
2019
Q4 		$320K Sell
7,824
-1,455
-16% -$52.6K ﹤0.01% 2286
2019
Q3 		$285K Sell
9,279
-1,871
-17% -$57.7K ﹤0.01% 2281
2019
Q2 		$433K Buy
11,150
+2,024
+22% +$80.4K ﹤0.01% 2018
2019
Q1 		$361K Buy
+9,126
New +$378K ﹤0.01% 2117
2018
Q4 		– Sell
-12,609
Closed -$690K – 2713
2018
Q3 		$690K Buy
12,609
+7,475
+146% +$332K ﹤0.01% 1686
2018
Q2 		$215K Sell
5,134
-4,173
-45% -$166K ﹤0.01% 2432
2018
Q1 		$309K Sell
9,307
-37
-0.4% -$1.2K ﹤0.01% 2013
2017
Q4 		$278K Buy
9,344
+244
+3% +$7.44K ﹤0.01% 2063
2017
Q3 		$288K Buy
+9,100
New +$252K ﹤0.01% 2047

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's MBUU Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 41,686 shares — an estimated $2.29M sold.

Raymond James Financial Services Advisors first reported a position in MBUU in Q3 2017 and held it in 25 quarters. The position peaked at $2.29M in Q4 2023. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • Raymond James Financial Services Advisors reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 41,686 Malibu Boats shares in Q1 2024, an estimated $2.29M.
  • Raymond James Financial Services Advisors first reported a position in Malibu Boats in Q3 2017 and held it in 25 quarters.
  • Raymond James Financial Services Advisors's Malibu Boats position peaked at $2.29M in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.