9258 Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

9258 Wealth 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
2024 Q3	$126K	Sell	12,385 -4,720	-28%	-$49.8K	0.02%	349
2024 Q2	$185K	Hold	17,105	–	–	0.03%	334
2024 Q1	$175K	Buy	+17,105	New	+$166K	0.03%	339
2023 Q4	–	Sell	-18,628	Closed	-$158K	–	330
2023 Q3	$158K	Sell	18,628 -36	-0.2%	-$287	0.03%	312
2023 Q2	$138K	Sell	18,664 -2,605	-12%	-$17.3K	0.03%	310
2023 Q1	$136K	Sell	21,269 -72	-0.3%	-$504	0.03%	311
2022 Q4	$142K	Sell	21,341 -125	-0.6%	-$647	0.03%	315
2022 Q3	$97K	Sell	21,466 -154	-0.7%	-$802	0.02%	313
2022 Q2	$115K	Buy	21,620 +1,108	+5%	+$6.38K	0.03%	325
2022 Q1	$127K	Buy	20,512 +200	+1%	+$1.24K	0.03%	347
2021 Q4	$111K	Buy	20,312 +3,344	+20%	+$18.8K	0.03%	360
2021 Q3	$101K	Hold	16,968	–	–	0.03%	341
2021 Q2	$92K	Buy	16,968 +6,608	+64%	+$36.7K	0.02%	349
2021 Q1	$56K	Buy	+10,360	New	+$53.5K	0.02%	331

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

9258 Wealth Management's MUFG Position: Q3 2024 in Review

9258 Wealth Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 28% in Q3 2024, selling an estimated $49.8K and leaving 12,385 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #349.

9258 Wealth Management first reported a position in MUFG in Q1 2021 and has held it in 14 quarters since. The position peaked at $185K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

9258 Wealth Management held 12,385 shares of Mitsubishi UFJ Financial worth $126K as of Q3 2024.
9258 Wealth Management sold 4,720 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $49.8K.
Mitsubishi UFJ Financial made up 0.02% of 9258 Wealth Management's portfolio in Q3 2024, its #349 holding.
9258 Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2021 and has held it in 14 quarters since.
9258 Wealth Management's Mitsubishi UFJ Financial position peaked at $185K in Q2 2024.
418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.