Brinker Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Brinker Capital’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 Q2	$716K	Sell	182,093 -3,747	-2%	-$14.8K	0.02%	604
2020 Q1	$680K	Sell	185,840 -30,672	-14%	-$146K	0.03%	542
2019 Q4	$1.18M	Buy	216,512 +9,282	+4%	+$49K	0.04%	451
2019 Q3	$1.05M	Buy	207,230 +23,809	+13%	+$117K	0.04%	475
2019 Q2	$871K	Sell	183,421 -34,866	-16%	-$167K	0.03%	524
2019 Q1	$1.08M	Buy	218,287 +73,058	+50%	+$380K	0.04%	432
2018 Q4	$707K	Sell	145,229 -52,069	-26%	-$295K	0.03%	502
2018 Q3	$1.22M	Sell	197,298 -3,232	-2%	-$19.5K	0.04%	437
2018 Q2	$1.13M	Sell	200,530 -6,576	-3%	-$41.6K	0.04%	441
2018 Q1	$1.38M	Buy	207,106 +42,447	+26%	+$309K	0.05%	377
2017 Q4	$1.2M	Sell	164,659 -566	-0.3%	-$3.86K	0.05%	377
2017 Q3	$1.06M	Sell	165,225 -7,525	-4%	-$47.5K	0.04%	392
2017 Q2	$1.17M	Buy	+172,750	New	+$1.1M	0.05%	338

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Brinker Capital's MUFG Position: Q2 2020 in Review

Brinker Capital reduced its Mitsubishi UFJ Financial (MUFG) stake by 2% in Q2 2020, selling an estimated $14.8K and leaving 182,093 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #604.

Brinker Capital first reported a position in MUFG in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.38M in Q1 2018. 185 funds tracked by Wall St. Rank hold MUFG as of Q2 2020.

Brinker Capital held 182,093 shares of Mitsubishi UFJ Financial worth $716K as of Q2 2020.
Brinker Capital sold 3,747 Mitsubishi UFJ Financial shares in Q2 2020, an estimated $14.8K.
Mitsubishi UFJ Financial made up 0.02% of Brinker Capital's portfolio in Q2 2020, its #604 holding.
Brinker Capital first reported a position in Mitsubishi UFJ Financial in Q2 2017 and has held it in 13 quarters since.
Brinker Capital's Mitsubishi UFJ Financial position peaked at $1.38M in Q1 2018.
185 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.