Aperio Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Aperio Group’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
2020 Q4	$21.6M	Sell	4,880,270 -157,446	-3%	-$669K	0.06%	295
2020 Q3	$20.2M	Sell	5,037,716 -91,305	-2%	-$369K	0.07%	272
2020 Q2	$20.2M	Buy	5,129,021 +814,066	+19%	+$3.22M	0.07%	257
2020 Q1	$15.8M	Sell	4,314,955 -2,324,856	-35%	-$11.1M	0.07%	277
2019 Q4	$36.1M	Buy	6,639,811 +320,394	+5%	+$1.69M	0.13%	175
2019 Q3	$32.1M	Buy	6,319,417 +1,749,811	+38%	+$8.58M	0.13%	184
2019 Q2	$21.7M	Sell	4,569,606 -601,323	-12%	-$2.89M	0.09%	266
2019 Q1	$25.6M	Buy	5,170,929 +902,902	+21%	+$4.69M	0.11%	207
2018 Q4	$20.8M	Sell	4,268,027 -494,982	-10%	-$2.8M	0.1%	224
2018 Q3	$29.5M	Buy	4,763,009 +539,835	+13%	+$3.26M	0.13%	171
2018 Q2	$23.9M	Sell	4,223,174 -220,738	-5%	-$1.4M	0.11%	199
2018 Q1	$29.5M	Buy	4,443,912 +162,122	+4%	+$1.18M	0.15%	164
2017 Q4	$31.1M	Buy	4,281,790 +187,625	+5%	+$1.28M	0.16%	146
2017 Q3	$26.4M	Sell	4,094,165 -94,805	-2%	-$599K	0.15%	159
2017 Q2	$28.3M	Buy	4,188,970 +279,447	+7%	+$1.78M	0.17%	131
2017 Q1	$24.8M	Buy	3,909,523 +226,910	+6%	+$1.48M	0.17%	134
2016 Q4	$22.7M	Sell	3,682,613 -452,618	-11%	-$2.57M	0.17%	129
2016 Q3	$20.9M	Buy	4,135,231 +283,816	+7%	+$1.43M	0.15%	153
2016 Q2	$17.1M	Buy	3,851,415 +796,995	+26%	+$3.77M	0.13%	177
2016 Q1	$14M	Sell	3,054,420 -558,929	-15%	-$2.73M	0.12%	194
2015 Q4	$22.5M	Buy	3,613,349 +260,989	+8%	+$1.69M	0.21%	112
2015 Q3	$20.4M	Buy	3,352,360 +276,447	+9%	+$1.87M	0.21%	118
2015 Q2	$22.2M	Buy	3,075,913 +367,227	+14%	+$2.62M	0.23%	97
2015 Q1	$16.8M	Sell	2,708,686 -192,115	-7%	-$1.14M	0.19%	124
2014 Q4	$16M	Buy	2,900,801 +255,413	+10%	+$1.42M	0.2%	119
2014 Q3	$14.8M	Buy	2,645,388 +48,702	+2%	+$284K	0.2%	118
2014 Q2	$16M	Buy	2,596,686 +343,152	+15%	+$1.94M	0.23%	101
2014 Q1	$12.5M	Buy	+2,253,534	New	+$13.5M	0.18%	130
2013 Q4	–	Sell	-1,975,163	Closed	-$12.7M	–	92
2013 Q3	$12.7M	Buy	1,975,163 +410,299	+26%	+$2.61M	0.24%	82
2013 Q2	$9.72M	Buy	+1,564,864	New	+$10M	0.23%	87

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Aperio Group's MUFG Position: Q4 2020 in Review

Aperio Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 3.1% in Q4 2020, selling an estimated $669K and leaving 4,880,270 shares worth $21.6M. The position accounts for 0.06% of the portfolio, ranked #295.

Aperio Group first reported a position in MUFG in Q2 2013 and has held it in 30 quarters since. The position peaked at $36.1M in Q4 2019. 198 funds tracked by Wall St. Rank hold MUFG as of Q4 2020.

Aperio Group held 4,880,270 shares of Mitsubishi UFJ Financial worth $21.6M as of Q4 2020.
Aperio Group sold 157,446 Mitsubishi UFJ Financial shares in Q4 2020, an estimated $669K.
Mitsubishi UFJ Financial made up 0.06% of Aperio Group's portfolio in Q4 2020, its #295 holding.
Aperio Group first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 30 quarters since.
Aperio Group's Mitsubishi UFJ Financial position peaked at $36.1M in Q4 2019.
198 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.