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

Stevens 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
2019 Q3	–	Sell	-47,347	Closed	-$225K	–	693
2019 Q2	$225K	Sell	47,347 -31,203	-40%	-$150K	0.01%	572
2019 Q1	$389K	Buy	+78,550	New	+$408K	0.02%	531
2016 Q4	–	Sell	-18,223	Closed	-$92K	–	1029
2016 Q3	$92K	Buy	18,223 +3,511	+24%	+$17.7K	﹤0.01%	857
2016 Q2	$65K	Sell	14,712 -4,346	-23%	-$20.6K	﹤0.01%	850
2016 Q1	$87K	Buy	19,058 +3,072	+19%	+$15K	﹤0.01%	833
2015 Q4	$99K	Buy	+15,986	New	+$103K	﹤0.01%	855
2014 Q4	–	Sell	-30,861	Closed	-$173K	–	1150
2014 Q3	$173K	Buy	+30,861	New	+$180K	0.01%	882

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

BIP

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

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Stevens Capital Management's MUFG Position: Q3 2019 in Review

Stevens Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 47,347 shares — an estimated $225K sold.

Stevens Capital Management first reported a position in MUFG in Q3 2014 and held it in 7 quarters. The position peaked at $389K in Q1 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

Stevens Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
Stevens Capital Management sold 47,347 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $225K.
Stevens Capital Management first reported a position in Mitsubishi UFJ Financial in Q3 2014 and held it in 7 quarters.
Stevens Capital Management's Mitsubishi UFJ Financial position peaked at $389K in Q1 2019.
197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Stevens Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.