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Toth Financial Advisory’s Malibu Boats MBUU Stock Holding History

Toth Financial Advisory’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
-9,900
Closed -$789K – 722
2021
Q1 		$789K Buy
9,900
+3,250
+49% +$251K 0.13% 123
2020
Q4 		$415K Buy
+6,650
New +$384K 0.07% 150

Other funds holding MBUU

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Toth Financial Advisory's MBUU Position: Q2 2021 in Review

Toth Financial Advisory sold out of Malibu Boats (MBUU) in Q2 2021, closing a stake of 9,900 shares — an estimated $789K sold.

Toth Financial Advisory first reported a position in MBUU in Q4 2020 and held it in 2 quarters. The position peaked at $789K in Q1 2021. 187 funds tracked by Wall St. Rank hold MBUU as of Q2 2021.

  • Toth Financial Advisory reported no remaining Malibu Boats position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 9,900 Malibu Boats shares in Q2 2021, an estimated $789K.
  • Toth Financial Advisory first reported a position in Malibu Boats in Q4 2020 and held it in 2 quarters.
  • Toth Financial Advisory's Malibu Boats position peaked at $789K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.