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Sowell Financial Services’s Malibu Boats MBUU Stock Holding History

Sowell 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
2021
Q2 		– Sell
-156
Closed -$13K – 1815
2021
Q1 		$13K Buy
156
+4
+3% +$308 ﹤0.01% 2219
2020
Q4 		$9K Buy
152
+100
+192% +$5.77K ﹤0.01% 2070
2020
Q3 		$3K Hold
52
– – ﹤0.01% 2137
2020
Q2 		$3K Hold
52
– – ﹤0.01% 2052
2020
Q1 		$1K Buy
+52
New +$2.06K ﹤0.01% 2276
2017
Q1 		– Sell
-70
Closed -$2K – 442
2016
Q4 		$2K Buy
+70
New +$1.18K ﹤0.01% 590

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sowell Financial Services's MBUU Position: Q2 2021 in Review

Sowell Financial Services sold out of Malibu Boats (MBUU) in Q2 2021, closing a stake of 156 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in MBUU in Q4 2016 and held it in 6 quarters. The position peaked at $13K in Q1 2021. 187 funds tracked by Wall St. Rank hold MBUU as of Q2 2021.

  • Sowell Financial Services reported no remaining Malibu Boats position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 156 Malibu Boats shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in Malibu Boats in Q4 2016 and held it in 6 quarters.
  • Sowell Financial Services's Malibu Boats position peaked at $13K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.