DC Investments Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

DC Investments 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 Q1	–	Sell	-31,362	Closed	-$139K	–	64
2020 Q4	$139K	Hold	31,362	–	–	0.35%	53
2020 Q3	$126K	Sell	31,362 -19,278	-38%	-$77.8K	0.14%	70
2020 Q2	$199K	Sell	50,640 -24,184	-32%	-$95.7K	0.07%	296
2020 Q1	$274K	Buy	74,824 +37,788	+102%	+$180K	0.22%	186
2019 Q4	$201K	Hold	37,036	–	–	0.15%	231
2019 Q3	$188K	Buy	37,036 +12,852	+53%	+$63K	0.11%	300
2019 Q2	$115K	Buy	+24,184	New	+$116K	0.06%	325

Other funds holding MUFG

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

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

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DC Investments Management's MUFG Position: Q1 2021 in Review

DC Investments Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2021, closing a stake of 31,362 shares — an estimated $139K sold.

DC Investments Management first reported a position in MUFG in Q2 2019 and held it in 7 quarters. The position peaked at $274K in Q1 2020. 215 funds tracked by Wall St. Rank hold MUFG as of Q1 2021.

DC Investments Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2021 after selling out during the quarter.
DC Investments Management sold 31,362 Mitsubishi UFJ Financial shares in Q1 2021, an estimated $139K.
DC Investments Management first reported a position in Mitsubishi UFJ Financial in Q2 2019 and held it in 7 quarters.
DC Investments Management's Mitsubishi UFJ Financial position peaked at $274K in Q1 2020.
215 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2021.

Based on DC Investments Management's 13F filing for Q1 2021, filed 14 May 2021.