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USA Financial Formulas’s Malibu Boats MBUU Stock Holding History

USA Financial Formulas’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
2020
Q4 		– Sell
-713
Closed -$35K – 380
2020
Q3 		$35K Buy
+713
New +$38.8K 0.03% 141
2018
Q4 		– Sell
-9,007
Closed -$378K – 375
2018
Q3 		$378K Sell
9,007
-1,952
-18% -$86.7K 0.1% 168
2018
Q2 		$364K Hold
10,959
– – 0.09% 210
2018
Q1 		$364K Buy
+10,959
New +$357K 0.09% 210

Other funds holding MBUU

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

USA Financial Formulas's MBUU Position: Q4 2020 in Review

USA Financial Formulas sold out of Malibu Boats (MBUU) in Q4 2020, closing a stake of 713 shares — an estimated $35K sold.

USA Financial Formulas first reported a position in MBUU in Q1 2018 and held it in 4 quarters. The position peaked at $378K in Q3 2018. 192 funds tracked by Wall St. Rank hold MBUU as of Q4 2020.

  • USA Financial Formulas reported no remaining Malibu Boats position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 713 Malibu Boats shares in Q4 2020, an estimated $35K.
  • USA Financial Formulas first reported a position in Malibu Boats in Q1 2018 and held it in 4 quarters.
  • USA Financial Formulas's Malibu Boats position peaked at $378K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Malibu Boats as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.