HSBC Holdings
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HSBC Holdings’s Mitsubishi UFJ Financial MUFG Stock Holding History

HSBC Holdings’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
2018
Q4 		– Sell
-228,578
Closed -$1.42M – 2671
2018
Q3 		$1.42M Sell
228,578
-15,234
-6% -$91.9K ﹤0.01% 1603
2018
Q2 		$1.38M Sell
243,812
-60,902
-20% -$386K ﹤0.01% 1638
2018
Q1 		$2.02M Buy
304,714
+18,834
+7% +$137K ﹤0.01% 1421
2017
Q4 		$2.08M Buy
285,880
+33,616
+13% +$229K ﹤0.01% 1092
2017
Q3 		$1.63M Sell
252,264
-742
-0.3% -$4.69K ﹤0.01% 1359
2017
Q2 		$1.71M Buy
253,006
+8,805
+4% +$56.1K ﹤0.01% 1316
2017
Q1 		$1.55M Sell
244,201
-1,432
-0.6% -$9.37K ﹤0.01% 1291
2016
Q4 		$1.51M Sell
245,633
-5,042
-2% -$28.7K ﹤0.01% 1298
2016
Q3 		$1.27M Buy
250,675
+5,220
+2% +$26.4K ﹤0.01% 1292
2016
Q2 		$1.09M Sell
245,455
-8,179
-3% -$38.7K ﹤0.01% 1332
2016
Q1 		$1.16M Buy
253,634
+59,190
+30% +$289K ﹤0.01% 1291
2015
Q4 		$1.21M Buy
+194,444
New +$1.26M ﹤0.01% 1413

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
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
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings's MUFG Position: Q4 2018 in Review

HSBC Holdings sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2018, closing a stake of 228,578 shares — an estimated $1.42M sold.

HSBC Holdings first reported a position in MUFG in Q4 2015 and held it in 12 quarters. The position peaked at $2.08M in Q4 2017. 209 funds tracked by Wall St. Rank hold MUFG as of Q4 2018.

  • HSBC Holdings reported no remaining Mitsubishi UFJ Financial position as of Q4 2018 after selling out during the quarter.
  • HSBC Holdings sold 228,578 Mitsubishi UFJ Financial shares in Q4 2018, an estimated $1.42M.
  • HSBC Holdings first reported a position in Mitsubishi UFJ Financial in Q4 2015 and held it in 12 quarters.
  • HSBC Holdings's Mitsubishi UFJ Financial position peaked at $2.08M in Q4 2017.
  • 209 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2018.

Based on HSBC Holdings's 13F filing for Q4 2018, filed 13 Feb 2019.