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Advent Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Advent Capital Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,007
Closed -$53K – 271
2021
Q1 		$53K Buy
+1,007
New +$5.2K ﹤0.01% 215

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PPA
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Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advent Capital Management's MUFG Position: Q4 2021 in Review

Advent Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 100,700 shares — an estimated $597K sold.

Advent Capital Management first reported a position in MUFG in Q2 2021 and held it in 2 quarters. The position peaked at $597K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • Advent Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • Advent Capital Management sold 100,700 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $597K.
  • Advent Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2021 and held it in 2 quarters.
  • Advent Capital Management's Mitsubishi UFJ Financial position peaked at $597K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Advent Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.