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Y-Intercept (HK)’s Malibu Boats MBUU Stock Holding History

Y-Intercept (HK)’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
2023
Q1 		– Sell
-7,510
Closed -$400K – 1388
2022
Q4 		$400K Sell
7,510
-2,763
-27% -$148K 0.06% 521
2022
Q3 		$493K Buy
+10,273
New +$606K 0.05% 547

Other funds holding MBUU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $8.84B AUM 6.92% 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

Y-Intercept (HK)'s MBUU Position: Q1 2023 in Review

Y-Intercept (HK) sold out of Malibu Boats (MBUU) in Q1 2023, closing a stake of 7,510 shares — an estimated $400K sold.

Y-Intercept (HK) first reported a position in MBUU in Q3 2022 and held it in 2 quarters. The position peaked at $493K in Q3 2022. 185 funds tracked by Wall St. Rank hold MBUU as of Q1 2023.

  • Y-Intercept (HK) reported no remaining Malibu Boats position as of Q1 2023 after selling out during the quarter.
  • Y-Intercept (HK) sold 7,510 Malibu Boats shares in Q1 2023, an estimated $400K.
  • Y-Intercept (HK) first reported a position in Malibu Boats in Q3 2022 and held it in 2 quarters.
  • Y-Intercept (HK)'s Malibu Boats position peaked at $493K in Q3 2022.
  • 185 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2023.

Based on Y-Intercept (HK)'s 13F filing for Q1 2023, filed 9 May 2023.