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Trust Company of Vermont’s Malibu Boats MBUU Stock Holding History

Trust Company of Vermont’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
-3
Closed -$116 – 1098
2024
Q3 		$116 Buy
+3
New +$108 ﹤0.01% 1037

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Pzena Investment Management
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CB
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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

Trust Company of Vermont's MBUU Position: Q4 2024 in Review

Trust Company of Vermont sold out of Malibu Boats (MBUU) in Q4 2024, closing a stake of 3 shares — an estimated $116 sold.

Trust Company of Vermont first reported a position in MBUU in Q3 2024 and held it in 1 quarter. The position peaked at $116 in Q3 2024. 150 funds tracked by Wall St. Rank hold MBUU as of Q4 2024.

  • Trust Company of Vermont reported no remaining Malibu Boats position as of Q4 2024 after selling out during the quarter.
  • Trust Company of Vermont sold 3 Malibu Boats shares in Q4 2024, an estimated $116.
  • Trust Company of Vermont first reported a position in Malibu Boats in Q3 2024 and held it in 1 quarter.
  • Trust Company of Vermont's Malibu Boats position peaked at $116 in Q3 2024.
  • 150 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.