RFS
MBUU icon

Richardson Financial Services’s Malibu Boats MBUU Stock Holding History

Richardson Financial Services’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
Q4 		– Sell
-111
Closed -$3.89K – 638
2024
Q3 		$3.89K Hold
111
– – ﹤0.01% 471
2024
Q2 		$3.89K Hold
111
– – ﹤0.01% 451
2024
Q1 		$4.8K Sell
111
-31
-22% -$1.42K ﹤0.01% 468
2023
Q4 		$7.78K Buy
+142
New +$6.81K 0.01% 328

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Richardson Financial Services's MBUU Position: Q4 2024 in Review

Richardson Financial Services sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 111 shares — an estimated $3.89K sold.

Richardson Financial Services first reported a position in MBUU in Q4 2023 and held it in 4 quarters. The position peaked at $7.78K in Q4 2023. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • Richardson Financial Services reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 111 Malibu Boats shares in Q4 2024, an estimated $3.89K.
  • Richardson Financial Services first reported a position in Malibu Boats in Q4 2023 and held it in 4 quarters.
  • Richardson Financial Services's Malibu Boats position peaked at $7.78K in Q4 2023.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.