Lourd Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lourd 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
2019 Q2	$56K	Buy	+11,715	New	+$56.2K	0.01%	126
2019 Q1	–	Sell	-110,514	Closed	-$538K	–	233
2018 Q4	$538K	Buy	110,514 +11,051	+11%	+$62.5K	0.04%	111
2018 Q3	$616K	Buy	99,463 +1,082	+1%	+$6.53K	0.04%	107
2018 Q2	$556K	Sell	98,381 -28,535	-22%	-$181K	0.08%	77
2018 Q1	$843K	Sell	126,916 -546	-0.4%	-$3.98K	0.11%	62
2017 Q4	$927K	Buy	+127,462	New	+$869K	0.06%	78

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

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

PPA

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

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

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

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

Lourd Capital's MUFG Position: Q2 2019 in Review

Lourd Capital opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2019: 11,715 shares worth $56K. The stake represents 0.01% of the portfolio and ranks #126 among its holdings. This is a return to the name: Lourd Capital previously reported a position in MUFG as recently as Q4 2018.

Lourd Capital first reported a position in MUFG in Q4 2017 and has held it in 6 quarters since. The position peaked at $927K in Q4 2017. 205 funds tracked by Wall St. Rank hold MUFG as of Q2 2019.

Lourd Capital held 11,715 shares of Mitsubishi UFJ Financial worth $56K as of Q2 2019.
Mitsubishi UFJ Financial was a new Lourd Capital position in Q2 2019.
Mitsubishi UFJ Financial made up 0.01% of Lourd Capital's portfolio in Q2 2019, its #126 holding.
Lourd Capital first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 6 quarters since.
Lourd Capital's Mitsubishi UFJ Financial position peaked at $927K in Q4 2017.
205 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.