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Winton Group’s Malibu Boats MBUU Stock Holding History

Winton Group’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
Q3 		– Sell
-4,969
Closed -$364K – 1425
2021
Q2 		$364K Sell
4,969
-2,891
-37% -$230K 0.02% 1086
2021
Q1 		$626K Sell
7,860
-2,204
-22% -$170K 0.04% 747
2020
Q4 		$628K Sell
10,064
-10,551
-51% -$609K 0.05% 670
2020
Q3 		$1.02M Sell
20,615
-743
-3% -$40.4K 0.03% 821
2020
Q2 		$1.11M Buy
21,358
+7,356
+53% +$294K 0.03% 926
2020
Q1 		$403K Sell
14,002
-1,324
-9% -$52.5K 0.01% 1093
2019
Q4 		$628K Buy
15,326
+3,413
+29% +$123K 0.01% 1184
2019
Q3 		$365K Buy
+11,913
New +$367K ﹤0.01% 1202

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winton Group's MBUU Position: Q3 2021 in Review

Winton Group sold out of Malibu Boats (MBUU) in Q3 2021, closing a stake of 4,969 shares — an estimated $364K sold.

Winton Group first reported a position in MBUU in Q3 2019 and held it in 8 quarters. The position peaked at $1.11M in Q2 2020. 204 funds tracked by Wall St. Rank hold MBUU as of Q3 2021.

  • Winton Group reported no remaining Malibu Boats position as of Q3 2021 after selling out during the quarter.
  • Winton Group sold 4,969 Malibu Boats shares in Q3 2021, an estimated $364K.
  • Winton Group first reported a position in Malibu Boats in Q3 2019 and held it in 8 quarters.
  • Winton Group's Malibu Boats position peaked at $1.11M in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Malibu Boats as of Q3 2021.

Based on Winton Group's 13F filing for Q3 2021, filed 28 Oct 2021.