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YorkBridge Wealth Partners’s Malibu Boats MBUU Stock Holding History

YorkBridge Wealth Partners’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
-3,590
Closed -$208K – 286
2022
Q1 		$208K Buy
+3,590
New +$231K 0.05% 279
2018
Q3 		– Sell
-54
Closed -$2K – 809
2018
Q2 		$2K Buy
54
+5
+10% +$199 ﹤0.01% 789
2018
Q1 		$2K Buy
+49
New +$1.59K ﹤0.01% 784

Other funds holding MBUU

Macquarie Group
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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 $8.84B AUM 6.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
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

YorkBridge Wealth Partners's MBUU Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of Malibu Boats (MBUU) in Q2 2022, closing a stake of 3,590 shares — an estimated $208K sold.

YorkBridge Wealth Partners first reported a position in MBUU in Q1 2018 and held it in 3 quarters. The position peaked at $208K in Q1 2022. 194 funds tracked by Wall St. Rank hold MBUU as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining Malibu Boats position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3,590 Malibu Boats shares in Q2 2022, an estimated $208K.
  • YorkBridge Wealth Partners first reported a position in Malibu Boats in Q1 2018 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Malibu Boats position peaked at $208K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.