Stifel Financial
MBUU icon

Stifel Financial’s Malibu Boats MBUU Stock Holding History

Stifel Financial’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
2024
Q4 		– Sell
-18,370
Closed -$713K – 3450
2024
Q3 		$713K Buy
18,370
+3,472
+23% +$125K ﹤0.01% 2450
2024
Q2 		$522K Sell
14,898
-5,835
-28% -$213K ﹤0.01% 2596
2024
Q1 		$897K Buy
20,733
+5,781
+39% +$265K ﹤0.01% 2251
2023
Q4 		$820K Sell
14,952
-35,088
-70% -$1.68M ﹤0.01% 2258
2023
Q3 		$2.45M Sell
50,040
-2,194
-4% -$118K ﹤0.01% 1451
2023
Q2 		$3.06M Buy
52,234
+42,246
+423% +$2.37M ﹤0.01% 1334
2023
Q1 		$564K Buy
9,988
+237
+2% +$13.9K ﹤0.01% 2448
2022
Q4 		$520K Sell
9,751
-272
-3% -$14.6K ﹤0.01% 2448
2022
Q3 		$481K Buy
10,023
+2,401
+32% +$142K ﹤0.01% 2454
2022
Q2 		$402K Sell
7,622
-1,357
-15% -$73.7K ﹤0.01% 2594
2022
Q1 		$521K Buy
8,979
+96
+1% +$6.19K ﹤0.01% 2556
2021
Q4 		$611K Buy
8,883
+668
+8% +$46.9K ﹤0.01% 2479
2021
Q3 		$575K Buy
8,215
+5,066
+161% +$381K ﹤0.01% 2496
2021
Q2 		$231K Buy
3,149
+207
+7% +$16.5K ﹤0.01% 3059
2021
Q1 		$234K Buy
+2,942
New +$227K ﹤0.01% 2934
2019
Q3 		– Sell
-256,703
Closed -$10M – 2927
2019
Q2 		$10M Sell
256,703
-101,650
-28% -$4.04M 0.03% 568
2019
Q1 		$14.2M Buy
358,353
+49,722
+16% +$2.06M 0.04% 417
2018
Q4 		$10.8M Buy
308,631
+73,854
+31% +$3.25M 0.03% 472
2018
Q3 		$12.8M Sell
234,777
-65,609
-22% -$2.92M 0.04% 437
2018
Q2 		$12.6M Buy
300,386
+47,371
+19% +$1.89M 0.04% 458
2018
Q1 		$8.42M Buy
+253,015
New +$8.23M 0.03% 596

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial's MBUU Position: Q4 2024 in Review

Stifel Financial sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 18,370 shares — an estimated $713K sold.

Stifel Financial first reported a position in MBUU in Q1 2018 and held it in 21 quarters. The position peaked at $14.2M in Q1 2019. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • Stifel Financial reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 18,370 Malibu Boats shares in Q4 2024, an estimated $713K.
  • Stifel Financial first reported a position in Malibu Boats in Q1 2018 and held it in 21 quarters.
  • Stifel Financial's Malibu Boats position peaked at $14.2M in Q1 2019.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.