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World Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

World Asset 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
Q2 		– Sell
-129,743
Closed -$475K – 843
2020
Q1 		$475K Hold
129,743
– – 0.04% 412
2019
Q4 		$705K Sell
129,743
-37,398
-22% -$197K 0.03% 487
2019
Q3 		$849K Sell
167,141
-33,850
-17% -$166K 0.04% 422
2019
Q2 		$955K Sell
200,991
-9,361
-4% -$44.9K 0.05% 408
2019
Q1 		$1.04M Hold
210,352
– – 0.05% 359
2018
Q4 		$1.02M Sell
210,352
-143,334
-41% -$811K 0.06% 318
2018
Q3 		$2.19M Sell
353,686
-66,907
-16% -$404K 0.1% 207
2018
Q2 		$2.38M Sell
420,593
-143,123
-25% -$906K 0.12% 195
2018
Q1 		$3.74M Sell
563,716
-237,282
-30% -$1.73M 0.18% 121
2017
Q4 		$5.82M Sell
800,998
-31,349
-4% -$214K 0.2% 103
2017
Q3 		$5.36M Sell
832,347
-2,178
-0.3% -$13.8K 0.18% 122
2017
Q2 		$5.63M Sell
834,525
-48,363
-5% -$308K 0.19% 106
2017
Q1 		$5.6M Buy
882,888
+12,628
+1% +$82.6K 0.18% 118
2016
Q4 		$5.36M Sell
870,260
-77,383
-8% -$440K 0.2% 106
2016
Q3 		$4.79M Buy
947,643
+70,652
+8% +$357K 0.17% 129
2016
Q2 		$3.88M Buy
876,991
+67,298
+8% +$318K 0.15% 154
2016
Q1 		$3.72M Buy
809,693
+57,813
+8% +$282K 0.15% 157
2015
Q4 		$4.68M Buy
751,880
+17,318
+2% +$112K 0.18% 124
2015
Q3 		$4.47M Buy
734,562
+59,447
+9% +$402K 0.18% 117
2015
Q2 		$4.87M Sell
675,115
-44,071
-6% -$314K 0.19% 116
2015
Q1 		$4.47M Sell
719,186
-7,206
-1% -$42.8K 0.15% 142
2014
Q4 		$4.02M Sell
726,392
-5,363
-0.7% -$29.9K 0.14% 164
2014
Q3 		$4.11M Sell
731,755
-40,020
-5% -$234K 0.12% 186
2014
Q2 		$4.75M Sell
771,775
-24,881
-3% -$141K 0.14% 160
2014
Q1 		$4.41M Sell
796,656
-190,392
-19% -$1.14M 0.14% 172
2013
Q4 		$6.59M Sell
987,048
-290,043
-23% -$1.86M 0.18% 118
2013
Q3 		$8.19M Sell
1,277,091
-236,346
-16% -$1.5M 0.2% 105
2013
Q2 		$9.4M Buy
+1,513,437
New +$9.7M 0.22% 92

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

World Asset Management's MUFG Position: Q2 2020 in Review

World Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2020, closing a stake of 129,743 shares — an estimated $475K sold.

World Asset Management first reported a position in MUFG in Q2 2013 and held it in 28 quarters. The position peaked at $9.4M in Q2 2013. 185 funds tracked by Wall St. Rank hold MUFG as of Q2 2020.

  • World Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2020 after selling out during the quarter.
  • World Asset Management sold 129,743 Mitsubishi UFJ Financial shares in Q2 2020, an estimated $475K.
  • World Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 28 quarters.
  • World Asset Management's Mitsubishi UFJ Financial position peaked at $9.4M in Q2 2013.
  • 185 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2020.

Based on World Asset Management's 13F filing for Q2 2020, filed 24 Jul 2020.