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Summit Global Investments’s Malibu Boats MBUU Stock Holding History

Summit Global 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
2024
Q2 		– Sell
-19,559
Closed -$847K – 543
2024
Q1 		$847K Sell
19,559
-3,486
-15% -$160K 0.06% 245
2023
Q4 		$1.26M Buy
23,045
+4,665
+25% +$224K 0.08% 201
2023
Q3 		$901K Buy
18,380
+1,315
+8% +$70.6K 0.06% 243
2023
Q2 		$1M Buy
17,065
+8,865
+108% +$498K 0.07% 231
2023
Q1 		$463K Buy
+8,200
New +$480K 0.04% 361
2022
Q2 		– Sell
-9,600
Closed -$557K – 501
2022
Q1 		$557K Buy
+9,600
New +$619K 0.04% 314
2021
Q3 		– Sell
-4,400
Closed -$323K – 527
2021
Q2 		$323K Buy
+4,400
New +$350K 0.02% 446

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Summit Global Investments's MBUU Position: Q2 2024 in Review

Summit Global Investments sold out of Malibu Boats (MBUU) in Q2 2024, closing a stake of 19,559 shares — an estimated $847K sold.

Summit Global Investments first reported a position in MBUU in Q2 2021 and held it in 7 quarters. The position peaked at $1.26M in Q4 2023. 167 funds tracked by Wall St. Rank hold MBUU as of Q2 2024.

  • Summit Global Investments reported no remaining Malibu Boats position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 19,559 Malibu Boats shares in Q2 2024, an estimated $847K.
  • Summit Global Investments first reported a position in Malibu Boats in Q2 2021 and held it in 7 quarters.
  • Summit Global Investments's Malibu Boats position peaked at $1.26M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.