Sit Investment Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sit Investment 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 Q4	–	Sell	-71,000	Closed	-$361K	–	538
2019 Q3	$361K	Hold	71,000	–	–	0.01%	403
2019 Q2	$337K	Sell	71,000 -210,300	-75%	-$1.01M	0.01%	410
2019 Q1	$1.39M	Sell	281,300 -77,176	-22%	-$401K	0.04%	300
2018 Q4	$1.75M	Sell	358,476 -60,750	-14%	-$344K	0.06%	283
2018 Q3	$2.6M	Sell	419,226 -6,025	-1%	-$36.3K	0.07%	238
2018 Q2	$2.4M	Sell	425,251 -3,575	-0.8%	-$22.6K	0.06%	266
2018 Q1	$2.85M	Hold	428,826	–	–	0.07%	247
2017 Q4	$3.12M	Sell	428,826 -10,600	-2%	-$72.3K	0.07%	236
2017 Q3	$2.83M	Sell	439,426 -7,525	-2%	-$47.5K	0.07%	243
2017 Q2	$3.02M	Sell	446,951 -8,924	-2%	-$56.8K	0.07%	231
2017 Q1	$2.89M	Buy	455,875 +59,125	+15%	+$387K	0.07%	232
2016 Q4	$2.44M	Buy	+396,750	New	+$2.25M	0.06%	232

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Sit Investment Associates's MUFG Position: Q4 2019 in Review

Sit Investment Associates sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2019, closing a stake of 71,000 shares — an estimated $361K sold.

Sit Investment Associates first reported a position in MUFG in Q4 2016 and held it in 12 quarters. The position peaked at $3.12M in Q4 2017. 197 funds tracked by Wall St. Rank hold MUFG as of Q4 2019.

Sit Investment Associates reported no remaining Mitsubishi UFJ Financial position as of Q4 2019 after selling out during the quarter.
Sit Investment Associates sold 71,000 Mitsubishi UFJ Financial shares in Q4 2019, an estimated $361K.
Sit Investment Associates first reported a position in Mitsubishi UFJ Financial in Q4 2016 and held it in 12 quarters.
Sit Investment Associates's Mitsubishi UFJ Financial position peaked at $3.12M in Q4 2017.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2019.

Based on Sit Investment Associates's 13F filing for Q4 2019, filed 13 Feb 2020.