Berman Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Berman Capital Advisors’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	$22K	Buy	3,850 +3	+0.1%	+$17	﹤0.01%	945
2021 Q2	$20K	Hold	3,847	–	–	﹤0.01%	912
2021 Q1	$20K	Sell	3,847 -17	-0.4%	-$88	﹤0.01%	795
2020 Q4	$17K	Buy	3,864 +93	+2%	+$395	﹤0.01%	720
2020 Q3	$15K	Sell	3,771 -408	-10%	-$1.65K	﹤0.01%	670
2020 Q2	$15K	Buy	4,179 +1,943	+87%	+$7.69K	﹤0.01%	628
2020 Q1	$7K	Sell	2,236 -2,765	-55%	-$13.2K	﹤0.01%	784
2019 Q4	$27K	Buy	5,001 +30	+0.6%	+$158	0.01%	455
2019 Q3	$25K	Buy	4,971 +3,030	+156%	+$14.9K	0.01%	454
2019 Q2	$9K	Buy	1,941 +1,299	+202%	+$6.24K	﹤0.01%	773
2019 Q1	$3K	Sell	642 -821	-56%	-$4.27K	﹤0.01%	1012
2018 Q4	$6K	Buy	+1,463	New	+$8.28K	﹤0.01%	636

Other funds holding MUFG

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berman Capital Advisors's MUFG Position: Q3 2021 in Review

Berman Capital Advisors increased its Mitsubishi UFJ Financial (MUFG) stake by 0.08% in Q3 2021, buying an estimated $17 and bringing the position to 3,850 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Berman Capital Advisors first reported a position in MUFG in Q4 2018 and has held it in 12 quarters since. The position peaked at $27K in Q4 2019. 228 funds tracked by Wall St. Rank hold MUFG as of Q3 2021.

Berman Capital Advisors held 3,850 shares of Mitsubishi UFJ Financial worth $22K as of Q3 2021.
Berman Capital Advisors bought 3 Mitsubishi UFJ Financial shares in Q3 2021, an estimated $17.
Mitsubishi UFJ Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #945 holding.
Berman Capital Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Mitsubishi UFJ Financial position peaked at $27K in Q4 2019.
228 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.