Quilter Plc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Quilter Plc’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 Q4	–	Sell	-10,638	Closed	-$63K	–	252
2021 Q3	$63K	Hold	10,638	–	–	﹤0.01%	322
2021 Q2	$58K	Hold	10,638	–	–	﹤0.01%	345
2021 Q1	$57K	Hold	10,638	–	–	﹤0.01%	343
2020 Q4	$47K	Hold	10,638	–	–	﹤0.01%	288
2020 Q3	$43K	Hold	10,638	–	–	﹤0.01%	274
2020 Q2	$42K	Hold	10,638	–	–	﹤0.01%	265
2020 Q1	$39K	Hold	10,638	–	–	﹤0.01%	240
2019 Q4	$58K	Buy	+10,638	New	+$56.1K	﹤0.01%	208

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

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

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

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

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

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

Quilter Plc's MUFG Position: Q4 2021 in Review

Quilter Plc sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 10,638 shares — an estimated $63K sold.

Quilter Plc first reported a position in MUFG in Q4 2019 and held it in 8 quarters. The position peaked at $63K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

Quilter Plc reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
Quilter Plc sold 10,638 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $63K.
Quilter Plc first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 8 quarters.
Quilter Plc's Mitsubishi UFJ Financial position peaked at $63K in Q3 2021.
235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Quilter Plc's 13F filing for Q4 2021, filed 14 Feb 2022.