SWM
MBUU icon

Selective Wealth Management’s Malibu Boats MBUU Stock Holding History

Selective Wealth Management’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
2022
Q3 		– Sell
-400
Closed -$21K – 806
2022
Q2 		$21K Hold
400
– – 0.01% 457
2022
Q1 		$23K Hold
400
– – 0.01% 424
2021
Q4 		$27K Buy
+400
New +$28.1K 0.01% 371

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Selective Wealth Management's MBUU Position: Q3 2022 in Review

Selective Wealth Management sold out of Malibu Boats (MBUU) in Q3 2022, closing a stake of 400 shares — an estimated $21K sold.

Selective Wealth Management first reported a position in MBUU in Q4 2021 and held it in 3 quarters. The position peaked at $27K in Q4 2021. 187 funds tracked by Wall St. Rank hold MBUU as of Q3 2022.

  • Selective Wealth Management reported no remaining Malibu Boats position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 400 Malibu Boats shares in Q3 2022, an estimated $21K.
  • Selective Wealth Management first reported a position in Malibu Boats in Q4 2021 and held it in 3 quarters.
  • Selective Wealth Management's Malibu Boats position peaked at $27K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.