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

Weld 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
-40,139
Closed -$191K – 921
2019
Q2 		$191K Buy
40,139
+28,439
+243% +$137K 0.04% 654
2019
Q1 		$58K Buy
+11,700
New +$60.8K 0.01% 622

Other funds holding MUFG

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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

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

Weld Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2019, closing a stake of 40,139 shares — an estimated $191K sold.

Weld Capital Management first reported a position in MUFG in Q1 2019 and held it in 2 quarters. The position peaked at $191K in Q2 2019. 197 funds tracked by Wall St. Rank hold MUFG as of Q3 2019.

  • Weld Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 40,139 Mitsubishi UFJ Financial shares in Q3 2019, an estimated $191K.
  • Weld Capital Management first reported a position in Mitsubishi UFJ Financial in Q1 2019 and held it in 2 quarters.
  • Weld Capital Management's Mitsubishi UFJ Financial position peaked at $191K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.