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Bellevue Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bellevue Asset 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
-384
Closed -$2K – 632
2021
Q1 		$2K Hold
384
– – ﹤0.01% 589
2020
Q4 		$2K Hold
384
– – ﹤0.01% 598
2020
Q3 		$2K Hold
384
– – ﹤0.01% 560
2020
Q2 		$2K Buy
+384
New +$1.52K ﹤0.01% 554

Other funds holding MUFG

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

Bellevue Asset Management's MUFG Position: Q2 2021 in Review

Bellevue Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2021, closing a stake of 384 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in MUFG in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 218 funds tracked by Wall St. Rank hold MUFG as of Q2 2021.

  • Bellevue Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 384 Mitsubishi UFJ Financial shares in Q2 2021, an estimated $2K.
  • Bellevue Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2020 and held it in 4 quarters.
  • Bellevue Asset Management's Mitsubishi UFJ Financial position peaked at $2K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2021.

Based on Bellevue Asset Management's 13F filing for Q2 2021, filed 9 Aug 2021.