Heathbridge Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Heathbridge Capital 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
2019 Q3	–	Sell	-5,185,850	Closed	-$24.6M	–	30
2019 Q2	$24.6M	Sell	5,185,850 -7,900	-0.2%	-$37.9K	5.02%	17
2019 Q1	$25.7M	Buy	5,193,750 +852,800	+20%	+$4.43M	5.14%	16
2018 Q4	$21.1M	Buy	4,340,950 +74,400	+2%	+$421K	4.74%	17
2018 Q3	$26.4M	Sell	4,266,550 -17,500	-0.4%	-$106K	5.41%	9
2018 Q2	$24.2M	Buy	4,284,050 +307,300	+8%	+$1.95M	5.12%	14
2018 Q1	$26.4M	Sell	3,976,750 -274,600	-6%	-$2M	5.39%	8
2017 Q4	$30.9M	Sell	4,251,350 -201,900	-5%	-$1.38M	6.01%	5
2017 Q3	$28.7M	Buy	4,453,250 +11,900	+0.3%	+$75.2K	5.77%	7
2017 Q2	$30M	Buy	+4,441,350	New	+$28.3M	6.45%	2

Other funds holding MUFG

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

PPA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

BIP

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

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Heathbridge Capital Management's MUFG Position: Q3 2019 in Review

Heathbridge Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 5,185,850 shares — an estimated $24.6M sold.

Heathbridge Capital Management first reported a position in MUFG in Q2 2017 and held it in 9 quarters. The position peaked at $30.9M in Q4 2017. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

Heathbridge Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
Heathbridge Capital Management sold 5,185,850 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $24.6M.
Heathbridge Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2017 and held it in 9 quarters.
Heathbridge Capital Management's Mitsubishi UFJ Financial position peaked at $30.9M in Q4 2017.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Heathbridge Capital Management's 13F filing for Q3 2019, filed 4 Nov 2019.