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Shikiar Asset Management’s Malibu Boats MBUU Stock Holding History

Shikiar Asset 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
2021
Q4 		– Sell
-3,300
Closed -$231K – 106
2021
Q3 		$231K Buy
+3,300
New +$248K 0.07% 93

Other funds holding MBUU

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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 $298B AUM 21.96% 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 $8.84B AUM 6.92% 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

Shikiar Asset Management's MBUU Position: Q4 2021 in Review

Shikiar Asset Management sold out of Malibu Boats (MBUU) in Q4 2021, closing a stake of 3,300 shares — an estimated $231K sold.

Shikiar Asset Management first reported a position in MBUU in Q3 2021 and held it in 1 quarter. The position peaked at $231K in Q3 2021. 198 funds tracked by Wall St. Rank hold MBUU as of Q4 2021.

  • Shikiar Asset Management reported no remaining Malibu Boats position as of Q4 2021 after selling out during the quarter.
  • Shikiar Asset Management sold 3,300 Malibu Boats shares in Q4 2021, an estimated $231K.
  • Shikiar Asset Management first reported a position in Malibu Boats in Q3 2021 and held it in 1 quarter.
  • Shikiar Asset Management's Malibu Boats position peaked at $231K in Q3 2021.
  • 198 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2021.

Based on Shikiar Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.