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Bartlett & Co’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bartlett & Co’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
Q3 		– Sell
-195
Closed -$1K – 1017
2021
Q2 		$1K Hold
195
– – ﹤0.01% 942
2021
Q1 		$1K Hold
195
– – ﹤0.01% 965
2020
Q4 		$1K Buy
+195
New +$829 ﹤0.01% 1033

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co's MUFG Position: Q3 2021 in Review

Bartlett & Co sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2021, closing a stake of 195 shares — an estimated $1K sold.

Bartlett & Co first reported a position in MUFG in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 228 funds tracked by Wall St. Rank hold MUFG as of Q3 2021.

  • Bartlett & Co reported no remaining Mitsubishi UFJ Financial position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co sold 195 Mitsubishi UFJ Financial shares in Q3 2021, an estimated $1K.
  • Bartlett & Co first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co's Mitsubishi UFJ Financial position peaked at $1K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.