MA
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MUFG Americas’s Five Below FIVE Stock Holding History

MUFG Americas’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed -$1K – 295
2022
Q3 		$1K Buy
+5
New +$657 ﹤0.01% 839
2019
Q2 		– Sell
-230
Closed -$29K – 822
2019
Q1 		$29K Buy
+230
New +$27.9K ﹤0.01% 594
2018
Q4 		– Sell
-666
Closed -$87K – 754
2018
Q3 		$87K Hold
666
– – ﹤0.01% 457
2018
Q2 		$65K Hold
666
– – ﹤0.01% 496
2018
Q1 		$49K Sell
666
-205
-24% -$13.8K ﹤0.01% 520
2017
Q4 		$58K Buy
871
+450
+107% +$27K ﹤0.01% 555
2017
Q3 		$23K Buy
+421
New +$20.6K ﹤0.01% 701

Other funds holding FIVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MUFG Americas's FIVE Position: Q4 2022 in Review

MUFG Americas sold out of Five Below (FIVE) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

MUFG Americas first reported a position in FIVE in Q3 2017 and held it in 7 quarters. The position peaked at $87K in Q3 2018. 481 funds tracked by Wall St. Rank hold FIVE as of Q4 2022.

  • MUFG Americas reported no remaining Five Below position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 5 Five Below shares in Q4 2022, an estimated $1K.
  • MUFG Americas first reported a position in Five Below in Q3 2017 and held it in 7 quarters.
  • MUFG Americas's Five Below position peaked at $87K in Q3 2018.
  • 481 funds tracked by Wall St. Rank held Five Below as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.