Mackenzie Financial
MUFG icon

Mackenzie Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mackenzie Financial’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
Q1 		– Sell
-14,800
Closed -$80K – 1136
2019
Q4 		$80K Buy
14,800
+4,500
+44% +$23.7K ﹤0.01% 1064
2019
Q3 		$52K Buy
+10,300
New +$50.5K ﹤0.01% 996
2019
Q2 		– Sell
-22,000
Closed -$109K – 1201
2019
Q1 		$109K Buy
22,000
+3,900
+22% +$20.3K ﹤0.01% 1207
2018
Q4 		$88K Buy
+18,100
New +$102K ﹤0.01% 1122

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PPA
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Northern Trust
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Mackenzie Financial's MUFG Position: Q1 2020 in Review

Mackenzie Financial sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2020, closing a stake of 14,800 shares — an estimated $80K sold.

Mackenzie Financial first reported a position in MUFG in Q4 2018 and held it in 4 quarters. The position peaked at $109K in Q1 2019. 190 funds tracked by Wall St. Rank hold MUFG as of Q1 2020.

  • Mackenzie Financial reported no remaining Mitsubishi UFJ Financial position as of Q1 2020 after selling out during the quarter.
  • Mackenzie Financial sold 14,800 Mitsubishi UFJ Financial shares in Q1 2020, an estimated $80K.
  • Mackenzie Financial first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 4 quarters.
  • Mackenzie Financial's Mitsubishi UFJ Financial position peaked at $109K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2020.

Based on Mackenzie Financial's 13F filing for Q1 2020, filed 14 May 2020.