MA
FIVE icon

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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return