Number of Shares
119,454.00
Current Holdings Value*
$3.66 Mil
% of Portfolio
0.92%
Total Estimate Gain
$-146,467.12
% of Total Estimate Gain
-2.29%

Clearwater Select Equity Fund's Malibu Boats Inc Holding Summary

As of 2025-03-31, Clearwater Select Equity Fund held 119,454.00 shares of Malibu Boats Inc(MBUU), totaling $3.66 Mil. This investment constitutes 0.92% of their stock portfolio, and Clearwater Select Equity Fund now holds 0.62% of the outstanding Malibu Boats Inc(MBUU) stock.

The initial trade took place in 2019Q3. And since then Clearwater Select Equity Fund has made 9 purchases of MBUU, at an average price of $41.66, for a total of 153,483.00 shares. In addition, there have been 6 sales at an average price of $54.18 for 34,029.00 shares. Based on historical transaction data and MBUU's current price of $36.87, Clearwater Select Equity Fund's estimated gain on his MBUU holdings is $-146,467.12, reflecting a -2.29% gain to date.

Clearwater Select Equity Fund MBUU ($36.87) Holding Chart

Clearwater Select Equity Fund MBUU ($36.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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