Stellar Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Stellar Capital Management’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
2020 Q1	–	Sell	-155,793	Closed	-$846K	–	77
2019 Q4	$846K	Sell	155,793 -8,103	-5%	-$42.8K	0.49%	47
2019 Q3	$833K	Sell	163,896 -1,994	-1%	-$9.77K	0.54%	47
2019 Q2	$821K	Hold	165,890	–	–	0.54%	46
2019 Q1	$821K	Sell	165,890 -5,050	-3%	-$26.3K	0.54%	46
2018 Q4	$833K	Sell	170,940 -3,340	-2%	-$18.9K	0.65%	42
2018 Q3	$1.08M	Buy	174,280 +1,690	+1%	+$10.2K	0.69%	44
2018 Q2	$975K	Buy	172,590 +400	+0.2%	+$2.53K	0.64%	45
2018 Q1	$1.14M	Buy	+172,190	New	+$1.25M	0.74%	44

Other funds holding MUFG

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

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

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

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Stellar Capital Management's MUFG Position: Q1 2020 in Review

Stellar Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2020, closing a stake of 155,793 shares — an estimated $846K sold.

Stellar Capital Management first reported a position in MUFG in Q1 2018 and held it in 8 quarters. The position peaked at $1.14M in Q1 2018. 190 funds tracked by Wall St. Rank hold MUFG as of Q1 2020.

Stellar Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2020 after selling out during the quarter.
Stellar Capital Management sold 155,793 Mitsubishi UFJ Financial shares in Q1 2020, an estimated $846K.
Stellar Capital Management first reported a position in Mitsubishi UFJ Financial in Q1 2018 and held it in 8 quarters.
Stellar Capital Management's Mitsubishi UFJ Financial position peaked at $1.14M in Q1 2018.
190 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2020.

Based on Stellar Capital Management's 13F filing for Q1 2020, filed 15 May 2020.