UB
MBUU icon

UMB Bank’s Malibu Boats MBUU Stock Holding History

UMB Bank’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
Q1 		– Sell
-194
Closed -$10.6K – 2168
2023
Q4 		$10.6K Hold
194
– – ﹤0.01% 1274
2023
Q3 		$9.51K Hold
194
– – ﹤0.01% 1300
2023
Q2 		$11.4K Hold
194
– – ﹤0.01% 1271
2023
Q1 		$11K Sell
194
-300
-61% -$17.5K ﹤0.01% 1263
2022
Q4 		$26K Buy
494
+284
+135% +$15.2K ﹤0.01% 1021
2022
Q3 		$10K Sell
210
-4
-2% -$236 ﹤0.01% 1313
2022
Q2 		$11K Sell
214
-5
-2% -$271 ﹤0.01% 1367
2022
Q1 		$13K Sell
219
-1
-0.5% -$64 ﹤0.01% 1406
2021
Q4 		$15K Buy
+220
New +$15.4K ﹤0.01% 1345

Other funds holding MBUU

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's MBUU Position: Q1 2024 in Review

UMB Bank sold out of Malibu Boats (MBUU) in Q1 2024, closing a stake of 194 shares — an estimated $10.6K sold.

UMB Bank first reported a position in MBUU in Q4 2021 and held it in 9 quarters. The position peaked at $26K in Q4 2022. 184 funds tracked by Wall St. Rank hold MBUU as of Q1 2024.

  • UMB Bank reported no remaining Malibu Boats position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 194 Malibu Boats shares in Q1 2024, an estimated $10.6K.
  • UMB Bank first reported a position in Malibu Boats in Q4 2021 and held it in 9 quarters.
  • UMB Bank's Malibu Boats position peaked at $26K in Q4 2022.
  • 184 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.