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Shaker Investments’s Malibu Boats MBUU Stock Holding History

Shaker Investments’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
2023
Q4 		– Sell
-21,934
Closed -$1.08M – 88
2023
Q3 		$1.08M Sell
21,934
-291
-1% -$15.6K 0.59% 55
2023
Q2 		$1.3M Buy
22,225
+193
+0.9% +$10.8K 0.67% 52
2023
Q1 		$1.24M Buy
22,032
+303
+1% +$17.7K 0.69% 48
2022
Q4 		$1.16M Sell
21,729
-2,536
-10% -$136K 0.72% 46
2022
Q3 		$1.16M Buy
24,265
+59
+0.2% +$3.48K 0.78% 39
2022
Q2 		$1.28M Buy
24,206
+91
+0.4% +$4.94K 0.81% 40
2022
Q1 		$1.4M Buy
24,115
+222
+0.9% +$14.3K 0.71% 41
2021
Q4 		$1.64M Buy
23,893
+46
+0.2% +$3.23K 0.71% 39
2021
Q3 		$1.67M Buy
23,847
+66
+0.3% +$4.96K 0.74% 42
2021
Q2 		$1.74M Buy
23,781
+15
+0.1% +$1.19K 0.81% 41
2021
Q1 		$1.89M Buy
23,766
+13,406
+129% +$1.03M 0.92% 36
2020
Q4 		$647K Buy
10,360
+123
+1% +$7.1K 0.33% 63
2020
Q3 		$507K Buy
10,237
+3,557
+53% +$193K 0.26% 63
2020
Q2 		$347K Sell
6,680
-3,953
-37% -$158K 0.2% 68
2020
Q1 		$306K Buy
10,633
+330
+3% +$13.1K 0.26% 65
2019
Q4 		$422K Sell
10,303
-3,997
-28% -$144K 0.25% 72
2019
Q3 		$439K Hold
14,300
– – 0.29% 68
2019
Q2 		$556K Buy
14,300
+2,100
+17% +$83.4K 0.37% 60
2019
Q1 		$483K Buy
12,200
+5,600
+85% +$232K 0.33% 59
2018
Q4 		$230K Buy
+6,600
New +$290K 0.2% 66

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shaker Investments's MBUU Position: Q4 2023 in Review

Shaker Investments sold out of Malibu Boats (MBUU) in Q4 2023, closing a stake of 21,934 shares — an estimated $1.08M sold.

Shaker Investments first reported a position in MBUU in Q4 2018 and held it in 20 quarters. The position peaked at $1.89M in Q1 2021. 180 funds tracked by Wall St. Rank hold MBUU as of Q4 2023.

  • Shaker Investments reported no remaining Malibu Boats position as of Q4 2023 after selling out during the quarter.
  • Shaker Investments sold 21,934 Malibu Boats shares in Q4 2023, an estimated $1.08M.
  • Shaker Investments first reported a position in Malibu Boats in Q4 2018 and held it in 20 quarters.
  • Shaker Investments's Malibu Boats position peaked at $1.89M in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2023.

Based on Shaker Investments's 13F filing for Q4 2023, filed 29 Jan 2024.