SkyOak Wealth’s Malibu Boats MBUU Stock Holding History

SkyOak Wealth’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 Q3	–	Sell	-4,520	Closed	-$265K	–	251
2023 Q2	$265K	Buy	4,520 +518	+13%	+$29.1K	0.07%	185
2023 Q1	$226K	Buy	+4,002	New	+$234K	0.07%	210
2022 Q2	–	Sell	-3,644	Closed	-$211K	–	240
2022 Q1	$211K	Buy	3,644 +66	+2%	+$4.25K	0.06%	215
2021 Q4	$246K	Buy	+3,578	New	+$251K	0.06%	201

Other funds holding MBUU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

SkyOak Wealth's MBUU Position: Q3 2023 in Review

SkyOak Wealth sold out of Malibu Boats (MBUU) in Q3 2023, closing a stake of 4,520 shares — an estimated $265K sold.

SkyOak Wealth first reported a position in MBUU in Q4 2021 and held it in 4 quarters. The position peaked at $265K in Q2 2023. 180 funds tracked by Wall St. Rank hold MBUU as of Q3 2023.

SkyOak Wealth reported no remaining Malibu Boats position as of Q3 2023 after selling out during the quarter.
SkyOak Wealth sold 4,520 Malibu Boats shares in Q3 2023, an estimated $265K.
SkyOak Wealth first reported a position in Malibu Boats in Q4 2021 and held it in 4 quarters.
SkyOak Wealth's Malibu Boats position peaked at $265K in Q2 2023.
180 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2023.

Based on SkyOak Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.