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WhitTier Trust Company’s Malibu Boats MBUU Stock Holding History

WhitTier Trust Company’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
2022
Q2 		– Sell
-40,363
Closed -$2.34M – 1155
2022
Q1 		$2.34M Buy
40,363
+6,993
+21% +$451K 0.08% 193
2021
Q4 		$2.29M Buy
33,370
+20,721
+164% +$1.45M 0.08% 190
2021
Q3 		$885K Buy
+12,649
New +$950K 0.04% 283

Other funds holding MBUU

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

WhitTier Trust Company's MBUU Position: Q2 2022 in Review

WhitTier Trust Company sold out of Malibu Boats (MBUU) in Q2 2022, closing a stake of 40,363 shares — an estimated $2.34M sold.

WhitTier Trust Company first reported a position in MBUU in Q3 2021 and held it in 3 quarters. The position peaked at $2.34M in Q1 2022. 194 funds tracked by Wall St. Rank hold MBUU as of Q2 2022.

  • WhitTier Trust Company reported no remaining Malibu Boats position as of Q2 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 40,363 Malibu Boats shares in Q2 2022, an estimated $2.34M.
  • WhitTier Trust Company first reported a position in Malibu Boats in Q3 2021 and held it in 3 quarters.
  • WhitTier Trust Company's Malibu Boats position peaked at $2.34M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2022.

Based on WhitTier Trust Company's 13F filing for Q2 2022, filed 28 Jul 2022.