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Waddell & Reed Financial’s Malibu Boats MBUU Stock Holding History

Waddell & Reed Financial’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
Q1 		$63.7M Sell
799,279
-114,869
-13% -$8.86M 0.13% 195
2020
Q4 		$57.1M Buy
914,148
+1,326
+0.1% +$76.5K 0.12% 198
2020
Q3 		$45.2M Sell
912,822
-1,240
-0.1% -$67.4K 0.11% 215
2020
Q2 		$47.5M Buy
914,062
+74,229
+9% +$2.97M 0.12% 196
2020
Q1 		$24.2M Buy
839,833
+209,099
+33% +$8.3M 0.08% 257
2019
Q4 		$25.8M Buy
630,734
+266,677
+73% +$9.64M 0.06% 303
2019
Q3 		$11.2M Buy
364,057
+308,850
+559% +$9.53M 0.03% 384
2019
Q2 		$2.15M Buy
+55,207
New +$2.19M 0.01% 453

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Waddell & Reed Financial's MBUU Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Malibu Boats (MBUU) stake by 13% in Q1 2021, selling an estimated $8.86M and leaving 799,279 shares worth $63.7M. The position accounts for 0.13% of the portfolio, ranked #195.

Waddell & Reed Financial first reported a position in MBUU in Q2 2019 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold MBUU as of Q1 2021.

  • Waddell & Reed Financial held 799,279 shares of Malibu Boats worth $63.7M as of Q1 2021.
  • Waddell & Reed Financial sold 114,869 Malibu Boats shares in Q1 2021, an estimated $8.86M.
  • Malibu Boats made up 0.13% of Waddell & Reed Financial's portfolio in Q1 2021, its #195 holding.
  • Waddell & Reed Financial first reported a position in Malibu Boats in Q2 2019 and has held it in 8 quarters since.
  • 192 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.