BP
MUFG icon

BBR Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

BBR Partners’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
-11,353
Closed -$61K – 212
2021
Q1 		$61K Hold
11,353
– – 0.01% 205
2020
Q4 		$50K Hold
11,353
– – ﹤0.01% 188
2020
Q3 		$46K Buy
+11,353
New +$45.8K ﹤0.01% 180
2017
Q1 		– Sell
-20,760
Closed -$128K – 82
2016
Q4 		$128K Buy
+20,760
New +$118K 0.02% 67

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BBR Partners's MUFG Position: Q2 2021 in Review

BBR Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2021, closing a stake of 11,353 shares — an estimated $61K sold.

BBR Partners first reported a position in MUFG in Q4 2016 and held it in 4 quarters. The position peaked at $128K in Q4 2016. 219 funds tracked by Wall St. Rank hold MUFG as of Q2 2021.

  • BBR Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2021 after selling out during the quarter.
  • BBR Partners sold 11,353 Mitsubishi UFJ Financial shares in Q2 2021, an estimated $61K.
  • BBR Partners first reported a position in Mitsubishi UFJ Financial in Q4 2016 and held it in 4 quarters.
  • BBR Partners's Mitsubishi UFJ Financial position peaked at $128K in Q4 2016.
  • 219 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2021.

Based on BBR Partners's 13F filing for Q2 2021, filed 13 Aug 2021.