SSC
MBUU icon

Syverson Strege & Co’s Malibu Boats MBUU Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-7
Closed -$395 – 391
2023
Q1 		$395 Hold
7
– – ﹤0.01% 642
2022
Q4 		$373 Hold
7
– – ﹤0.01% 304
2022
Q3 		$0 Hold
7
– – ﹤0.01% 317
2022
Q2 		$0 Hold
7
– – ﹤0.01% 336
2022
Q1 		$0 Hold
7
– – ﹤0.01% 320
2021
Q4 		$0 Hold
7
– – ﹤0.01% 415
2021
Q3 		$0 Hold
7
– – ﹤0.01% 463
2021
Q2 		$1K Hold
7
– – ﹤0.01% 264
2021
Q1 		$1K Hold
7
– – ﹤0.01% 255
2020
Q4 		$0 Buy
+7
New +$404 ﹤0.01% 248

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Loomis, Sayles & Company
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

Syverson Strege & Co's MBUU Position: Q2 2023 in Review

Syverson Strege & Co sold out of Malibu Boats (MBUU) in Q2 2023, closing a stake of 7 shares — an estimated $395 sold.

Syverson Strege & Co first reported a position in MBUU in Q4 2020 and held it in 10 quarters. The position peaked at $1K in Q2 2021. 191 funds tracked by Wall St. Rank hold MBUU as of Q2 2023.

  • Syverson Strege & Co reported no remaining Malibu Boats position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 7 Malibu Boats shares in Q2 2023, an estimated $395.
  • Syverson Strege & Co first reported a position in Malibu Boats in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Malibu Boats position peaked at $1K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.