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Summit Securities Group’s Malibu Boats MBUU Stock Holding History

Summit Securities Group’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
2022
Q3 		– Sell
-500
Closed -$26K – 1070
2022
Q2 		$26K Buy
+500
New +$27.1K ﹤0.01% 719

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Summit Securities Group's MBUU Position: Q3 2024 in Review

Summit Securities Group sold out of Malibu Boats (MBUU) in Q3 2024, closing a stake of 226 shares — an estimated $8K sold.

Summit Securities Group first reported a position in MBUU in Q2 2024 and held it in 1 quarter. The position peaked at $8K in Q2 2024. 169 funds tracked by Wall St. Rank hold MBUU as of Q3 2024.

  • Summit Securities Group reported no remaining Malibu Boats position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 226 Malibu Boats shares in Q3 2024, an estimated $8K.
  • Summit Securities Group first reported a position in Malibu Boats in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's Malibu Boats position peaked at $8K in Q2 2024.
  • 169 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.