WealthStone’s Mitsubishi UFJ Financial MUFG Stock Holding History

WealthStone’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	$199K	Buy	37,164 +75	+0.2%	+$387	0.07%	253
2020 Q4	$164K	Buy	37,089 +672	+2%	+$2.85K	0.06%	232
2020 Q3	$146K	Buy	36,417 +10,702	+42%	+$43.2K	0.07%	173
2020 Q2	$101K	Buy	+25,715	New	+$102K	0.05%	166
2019 Q3	–	Sell	-70	Closed	-$332	–	403
2019 Q2	$332	Buy	+70	New	+$336	﹤0.01%	968

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

WealthStone's MUFG Position: Q1 2021 in Review

WealthStone increased its Mitsubishi UFJ Financial (MUFG) stake by 0.2% in Q1 2021, buying an estimated $387 and bringing the position to 37,164 shares worth $199K. The position accounts for 0.07% of the portfolio, ranked #253.

WealthStone first reported a position in MUFG in Q2 2019 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold MUFG as of Q1 2021.

WealthStone held 37,164 shares of Mitsubishi UFJ Financial worth $199K as of Q1 2021.
WealthStone bought 75 Mitsubishi UFJ Financial shares in Q1 2021, an estimated $387.
Mitsubishi UFJ Financial made up 0.07% of WealthStone's portfolio in Q1 2021, its #253 holding.
WealthStone first reported a position in Mitsubishi UFJ Financial in Q2 2019 and has held it in 5 quarters since.
215 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.