Welch & Forbes’s Malibu Boats MBUU Stock Holding History

Welch & Forbes’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	-3,422	Closed	-$273K	–	393
2021 Q1	$273K	Hold	3,422	–	–	0.01%	350
2020 Q4	$214K	Buy	+3,422	New	+$197K	﹤0.01%	375

Other funds holding MBUU

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Welch & Forbes's MBUU Position: Q2 2021 in Review

Welch & Forbes sold out of Malibu Boats (MBUU) in Q2 2021, closing a stake of 3,422 shares — an estimated $273K sold.

Welch & Forbes first reported a position in MBUU in Q4 2020 and held it in 2 quarters. The position peaked at $273K in Q1 2021. 187 funds tracked by Wall St. Rank hold MBUU as of Q2 2021.

Welch & Forbes reported no remaining Malibu Boats position as of Q2 2021 after selling out during the quarter.
Welch & Forbes sold 3,422 Malibu Boats shares in Q2 2021, an estimated $273K.
Welch & Forbes first reported a position in Malibu Boats in Q4 2020 and held it in 2 quarters.
Welch & Forbes's Malibu Boats position peaked at $273K in Q1 2021.
187 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2021.

Based on Welch & Forbes's 13F filing for Q2 2021, filed 22 Jul 2021.