Security National Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Security National Trust’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 Q1	–	Sell	-355	Closed	-$2K	–	408
2020 Q4	$2K	Hold	355	–	–	﹤0.01%	400
2020 Q3	$1K	Hold	355	–	–	﹤0.01%	402
2020 Q2	$1K	Hold	355	–	–	﹤0.01%	398
2020 Q1	$1K	Buy	+355	New	+$1.69K	﹤0.01%	462

Other funds holding MUFG

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

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

PPA

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

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Security National Trust's MUFG Position: Q1 2021 in Review

Security National Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2021, closing a stake of 355 shares — an estimated $2K sold.

Security National Trust first reported a position in MUFG in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q4 2020. 215 funds tracked by Wall St. Rank hold MUFG as of Q1 2021.

Security National Trust reported no remaining Mitsubishi UFJ Financial position as of Q1 2021 after selling out during the quarter.
Security National Trust sold 355 Mitsubishi UFJ Financial shares in Q1 2021, an estimated $2K.
Security National Trust first reported a position in Mitsubishi UFJ Financial in Q1 2020 and held it in 4 quarters.
Security National Trust's Mitsubishi UFJ Financial position peaked at $2K in Q4 2020.
215 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.