NorthCoast Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

NorthCoast Asset Management’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
2021 Q3	$457K	Buy	77,074 +287	+0.4%	+$1.59K	0.02%	352
2021 Q2	$416K	Hold	76,787	–	–	0.01%	345
2021 Q1	$413K	Hold	76,787	–	–	0.02%	328
2020 Q4	$340K	Buy	76,787 +215	+0.3%	+$913	0.02%	300
2020 Q3	$307K	Sell	76,572 -238,267	-76%	-$962K	0.02%	289
2020 Q2	$1.24M	Sell	314,839 -30,510	-9%	-$121K	0.07%	153
2020 Q1	$1.26M	Sell	345,349 -16,720	-5%	-$79.7K	0.08%	136
2019 Q4	$1.97M	Buy	362,069 +5,003	+1%	+$26.4K	0.12%	108
2019 Q3	$1.81M	Sell	357,066 -157,315	-31%	-$771K	0.12%	109
2019 Q2	$2.44M	Buy	514,381 +3,702	+0.7%	+$17.8K	0.16%	95
2019 Q1	$2.53M	Buy	510,679 +142,893	+39%	+$743K	0.17%	87
2018 Q4	$1.79M	Buy	+367,786	New	+$2.08M	0.14%	99
2018 Q1	–	Sell	-409,945	Closed	-$2.98M	–	203
2017 Q4	$2.98M	Buy	409,945 +8,632	+2%	+$58.8K	0.27%	65
2017 Q3	$2.58M	Buy	+401,313	New	+$2.53M	0.3%	60

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NorthCoast Asset Management's MUFG Position: Q3 2021 in Review

NorthCoast Asset Management increased its Mitsubishi UFJ Financial (MUFG) stake by 0.37% in Q3 2021, buying an estimated $1.59K and bringing the position to 77,074 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #352.

NorthCoast Asset Management first reported a position in MUFG in Q3 2017 and has held it in 14 quarters since. The position peaked at $2.98M in Q4 2017. 228 funds tracked by Wall St. Rank hold MUFG as of Q3 2021.

NorthCoast Asset Management held 77,074 shares of Mitsubishi UFJ Financial worth $457K as of Q3 2021.
NorthCoast Asset Management bought 287 Mitsubishi UFJ Financial shares in Q3 2021, an estimated $1.59K.
Mitsubishi UFJ Financial made up 0.02% of NorthCoast Asset Management's portfolio in Q3 2021, its #352 holding.
NorthCoast Asset Management first reported a position in Mitsubishi UFJ Financial in Q3 2017 and has held it in 14 quarters since.
NorthCoast Asset Management's Mitsubishi UFJ Financial position peaked at $2.98M in Q4 2017.
228 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.