Miles Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Miles 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
2020 Q1	$98K	Buy	26,751 +399	+2%	+$1.9K	0.11%	126
2019 Q4	$143K	Sell	26,352 -437	-2%	-$2.31K	0.11%	182
2019 Q3	$136K	Hold	26,789	–	–	0.11%	174
2019 Q2	$127K	Sell	26,789 -2,044	-7%	-$9.81K	0.1%	177
2019 Q1	$143K	Buy	28,833 +407	+1%	+$2.12K	0.12%	160
2018 Q4	$138K	Buy	28,426 +1,715	+6%	+$9.71K	0.14%	146
2018 Q3	$165K	Sell	26,711 -21,407	-44%	-$129K	0.13%	179
2018 Q2	$272K	Sell	48,118 -264	-0.5%	-$1.67K	0.17%	127
2018 Q1	$321K	Buy	48,382 +4,802	+11%	+$35K	0.18%	103
2017 Q4	$317K	Hold	43,580	–	–	0.18%	91
2017 Q3	$281K	Hold	43,580	–	–	0.16%	105
2017 Q2	$294K	Hold	43,580	–	–	0.16%	111
2017 Q1	$276K	Hold	43,580	–	–	0.15%	113
2016 Q4	$268K	Buy	43,580 +7,970	+22%	+$45.3K	0.16%	98
2016 Q3	$180K	Buy	35,610 +8,613	+32%	+$43.5K	0.12%	136
2016 Q2	$120K	Buy	+26,997	New	+$128K	0.08%	182
2016 Q1	–	Sell	-12,343	Closed	-$77K	–	167
2015 Q4	$77K	Buy	12,343 +1,001	+9%	+$6.46K	0.05%	158
2015 Q3	$69K	Hold	11,342	–	–	0.05%	157
2015 Q2	$82K	Hold	11,342	–	–	0.05%	157
2015 Q1	$71K	Hold	11,342	–	–	0.04%	154
2014 Q4	$63K	Hold	11,342	–	–	0.03%	132
2014 Q3	$64K	Hold	11,342	–	–	0.03%	115
2014 Q2	$70K	Buy	+11,342	New	+$64.2K	0.04%	113

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

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

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

BIP

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

Miles Capital's MUFG Position: Q1 2020 in Review

Miles Capital increased its Mitsubishi UFJ Financial (MUFG) stake by 1.5% in Q1 2020, buying an estimated $1.9K and bringing the position to 26,751 shares worth $98K. The position accounts for 0.11% of the portfolio, ranked #126.

Miles Capital first reported a position in MUFG in Q2 2014 and has held it in 23 quarters since. The position peaked at $321K in Q1 2018. 191 funds tracked by Wall St. Rank hold MUFG as of Q1 2020.

Miles Capital held 26,751 shares of Mitsubishi UFJ Financial worth $98K as of Q1 2020.
Miles Capital bought 399 Mitsubishi UFJ Financial shares in Q1 2020, an estimated $1.9K.
Mitsubishi UFJ Financial made up 0.11% of Miles Capital's portfolio in Q1 2020, its #126 holding.
Miles Capital first reported a position in Mitsubishi UFJ Financial in Q2 2014 and has held it in 23 quarters since.
Miles Capital's Mitsubishi UFJ Financial position peaked at $321K in Q1 2018.
191 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.