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Sicart Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sicart 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
2019
Q3 		– Sell
-15,000
Closed -$73K – 114
2019
Q2 		$73K Hold
15,000
– – 0.03% 77
2019
Q1 		$74K Hold
15,000
– – 0.03% 78
2018
Q4 		$73K Hold
15,000
– – 0.04% 80
2018
Q3 		$93K Hold
15,000
– – 0.04% 86
2018
Q2 		$86K Hold
15,000
– – 0.05% 88
2018
Q1 		$100K Hold
15,000
– – 0.06% 90
2017
Q4 		$109K Buy
+15,000
New +$102K 0.06% 99

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Sicart Associates's MUFG Position: Q3 2019 in Review

Sicart Associates sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 15,000 shares — an estimated $73K sold.

Sicart Associates first reported a position in MUFG in Q4 2017 and held it in 7 quarters. The position peaked at $109K in Q4 2017. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

  • Sicart Associates reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
  • Sicart Associates sold 15,000 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $73K.
  • Sicart Associates first reported a position in Mitsubishi UFJ Financial in Q4 2017 and held it in 7 quarters.
  • Sicart Associates's Mitsubishi UFJ Financial position peaked at $109K in Q4 2017.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Sicart Associates's 13F filing for Q3 2019, filed 21 Oct 2019.