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Reilly Financial Advisors’s Malibu Boats MBUU Stock Holding History

Reilly 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
2021
Q4 		$4K Buy
+64
New +$4.49K ﹤0.01% 893
2021
Q3 		– Sell
-64
Closed -$5K – 998
2021
Q2 		$5K Buy
+64
New +$5.09K ﹤0.01% 795

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 $315B AUM 27.84% 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 $8.65B AUM 9.66% 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

Reilly Financial Advisors's MBUU Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Malibu Boats (MBUU) in Q4 2021: 64 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in MBUU as recently as Q2 2021.

Reilly Financial Advisors first reported a position in MBUU in Q2 2021 and has held it in 2 quarters since. The position peaked at $5K in Q2 2021. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

  • Reilly Financial Advisors held 64 shares of Malibu Boats worth $4K as of Q4 2021.
  • Malibu Boats was a new Reilly Financial Advisors position in Q4 2021.
  • Malibu Boats made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #893 holding.
  • Reilly Financial Advisors first reported a position in Malibu Boats in Q2 2021 and has held it in 2 quarters since.
  • Reilly Financial Advisors's Malibu Boats position peaked at $5K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.