Advisor Partners II’s Mitsubishi UFJ Financial MUFG Stock Holding History

Advisor Partners II’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
2023 Q3	$2.49M	Buy	293,433 +37,505	+15%	+$299K	0.1%	218
2023 Q2	$1.89M	Buy	255,928 +20,061	+9%	+$134K	0.09%	228
2023 Q1	$1.51M	Buy	235,867 +29,230	+14%	+$205K	0.08%	257
2022 Q4	$1.38M	Buy	206,637 +25,029	+14%	+$130K	0.09%	263
2022 Q3	$819K	Buy	+181,608	New	+$945K	0.06%	321

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Partners II's MUFG Position: Q3 2023 in Review

Advisor Partners II increased its Mitsubishi UFJ Financial (MUFG) stake by 15% in Q3 2023, buying an estimated $299K and bringing the position to 293,433 shares worth $2.49M. The position accounts for 0.1% of the portfolio, ranked #218.

Advisor Partners II first reported a position in MUFG in Q3 2022 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

Advisor Partners II held 293,433 shares of Mitsubishi UFJ Financial worth $2.49M as of Q3 2023.
Advisor Partners II bought 37,505 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $299K.
Mitsubishi UFJ Financial made up 0.1% of Advisor Partners II's portfolio in Q3 2023, its #218 holding.
Advisor Partners II first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 5 quarters since.
328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.