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Parametric Portfolio Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$55.3M Sell
8,927,328
-386,595
-4% -$2.4M 0.03% 529
2021
Q4 		$50.9M Sell
9,313,923
-305,085
-3% -$1.72M 0.03% 564
2021
Q3 		$57M Sell
9,619,008
-284,265
-3% -$1.58M 0.03% 506
2021
Q2 		$53.7M Sell
9,903,273
-235,737
-2% -$1.31M 0.03% 531
2021
Q1 		$54.5M Sell
10,139,010
-1,604,032
-14% -$8.28M 0.03% 544
2020
Q4 		$52M Buy
11,743,042
+1,175,321
+11% +$4.99M 0.03% 513
2020
Q3 		$42.4M Buy
10,567,721
+1,581,186
+18% +$6.38M 0.03% 498
2020
Q2 		$35.3M Sell
8,986,535
-3,464,408
-28% -$13.7M 0.03% 567
2020
Q1 		$45.6M Sell
12,450,943
-2,236,767
-15% -$10.7M 0.04% 385
2019
Q4 		$79.8M Buy
14,687,710
+581,906
+4% +$3.07M 0.06% 302
2019
Q3 		$71.7M Buy
14,105,804
+4,199,126
+42% +$20.6M 0.06% 311
2019
Q2 		$47.1M Sell
9,906,678
-970,709
-9% -$4.66M 0.04% 448
2019
Q1 		$53.8M Buy
10,877,387
+2,673,010
+33% +$13.9M 0.05% 368
2018
Q4 		$40M Sell
8,204,377
-2,041,927
-20% -$11.6M 0.04% 423
2018
Q3 		$63.4M Buy
10,246,304
+1,358,213
+15% +$8.19M 0.06% 321
2018
Q2 		$50.2M Buy
+8,888,091
New +$56.3M 0.05% 373
2018
Q1 		– Sell
-8,552,222
Closed -$62.2M – 3953
2017
Q4 		$62.2M Buy
8,552,222
+530,110
+7% +$3.61M 0.06% 301
2017
Q3 		$51.7M Buy
8,022,112
+681,821
+9% +$4.31M 0.06% 332
2017
Q2 		$49.5M Buy
7,340,291
+531,086
+8% +$3.38M 0.06% 321
2017
Q1 		$43.2M Buy
6,809,205
+1,125,090
+20% +$7.36M 0.07% 284
2016
Q4 		$35M Buy
5,684,115
+1,132,597
+25% +$6.44M 0.05% 387
2016
Q3 		$23M Buy
4,551,518
+482,400
+12% +$2.44M 0.03% 500
2016
Q2 		$18M Buy
4,069,118
+1,021,537
+34% +$4.83M 0.03% 586
2016
Q1 		$14M Sell
3,047,581
-883,557
-22% -$4.31M 0.02% 718
2015
Q4 		$24.5M Buy
3,931,138
+459,430
+13% +$2.97M 0.04% 430
2015
Q3 		$21.1M Buy
3,471,708
+171,092
+5% +$1.16M 0.04% 453
2015
Q2 		$23.8M Buy
3,300,616
+371,868
+13% +$2.65M 0.05% 415
2015
Q1 		$18.2M Buy
2,928,748
+255,200
+10% +$1.51M 0.04% 509
2014
Q4 		$14.8M Buy
2,673,548
+350,764
+15% +$1.95M 0.03% 585
2014
Q3 		$13M Buy
2,322,784
+203,754
+10% +$1.19M 0.03% 630
2014
Q2 		$13M Buy
2,119,030
+245,354
+13% +$1.39M 0.03% 625
2014
Q1 		$10.4M Sell
1,873,676
-110,572
-6% -$660K 0.02% 694
2013
Q4 		$13.3M Buy
1,984,248
+157,830
+9% +$1.01M 0.03% 576
2013
Q3 		$11.7M Buy
1,826,418
+175,354
+11% +$1.12M 0.03% 587
2013
Q2 		$10.3M Buy
+1,651,064
New +$10.6M 0.03% 609

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Parametric Portfolio Associates's MUFG Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Mitsubishi UFJ Financial (MUFG) stake by 4.2% in Q1 2022, selling an estimated $2.4M and leaving 8,927,328 shares worth $55.3M. The position accounts for 0.03% of the portfolio, ranked #529.

Parametric Portfolio Associates first reported a position in MUFG in Q2 2013 and has held it in 35 quarters since. The position peaked at $79.8M in Q4 2019. 237 funds tracked by Wall St. Rank hold MUFG as of Q1 2022.

  • Parametric Portfolio Associates held 8,927,328 shares of Mitsubishi UFJ Financial worth $55.3M as of Q1 2022.
  • Parametric Portfolio Associates sold 386,595 Mitsubishi UFJ Financial shares in Q1 2022, an estimated $2.4M.
  • Mitsubishi UFJ Financial made up 0.03% of Parametric Portfolio Associates's portfolio in Q1 2022, its #529 holding.
  • Parametric Portfolio Associates first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 35 quarters since.
  • Parametric Portfolio Associates's Mitsubishi UFJ Financial position peaked at $79.8M in Q4 2019.
  • 237 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.