Roble Belko & Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Roble Belko & Company’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	–	Sell	-299	Closed	-$2K	–	382
2021 Q4	$2K	Hold	299	–	–	﹤0.01%	310
2021 Q3	$2K	Hold	299	–	–	﹤0.01%	287
2021 Q2	$2K	Hold	299	–	–	﹤0.01%	302
2021 Q1	$2K	Hold	299	–	–	﹤0.01%	289
2020 Q4	$1K	Hold	299	–	–	﹤0.01%	300
2020 Q3	$1K	Buy	+299	New	+$1.21K	﹤0.01%	307

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

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

PPA

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Roble Belko & Company's MUFG Position: Q1 2022 in Review

Roble Belko & Company sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2022, closing a stake of 299 shares — an estimated $2K sold.

Roble Belko & Company first reported a position in MUFG in Q3 2020 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 237 funds tracked by Wall St. Rank hold MUFG as of Q1 2022.

Roble Belko & Company reported no remaining Mitsubishi UFJ Financial position as of Q1 2022 after selling out during the quarter.
Roble Belko & Company sold 299 Mitsubishi UFJ Financial shares in Q1 2022, an estimated $2K.
Roble Belko & Company first reported a position in Mitsubishi UFJ Financial in Q3 2020 and held it in 6 quarters.
Roble Belko & Company's Mitsubishi UFJ Financial position peaked at $2K in Q4 2021.
237 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2022.

Based on Roble Belko & Company's 13F filing for Q1 2022, filed 6 May 2022.