Advisor Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.15M | Buy |
215,618
+110
| +0.1% | +$634 | 0.08% | 256 |
|
|
2022
Q1 | $1.33M | Buy |
215,508
+559
| +0.3% | +$3.47K | 0.08% | 238 |
|
|
2021
Q4 | $1.17M | Buy |
214,949
+6,957
| +3% | +$39.2K | 0.07% | 263 |
|
|
2021
Q3 | $1.23M | Buy |
207,992
+5,134
| +3% | +$28.5K | 0.08% | 229 |
|
|
2021
Q2 | $1.1M | Buy |
202,858
+861
| +0.4% | +$4.79K | 0.07% | 266 |
|
|
2021
Q1 | $1.09M | Sell |
201,997
-16,491
| -8% | -$85.1K | 0.08% | 252 |
|
|
2020
Q4 | $966K | Sell |
218,488
-20,652
| -9% | -$87.7K | 0.07% | 262 |
|
|
2020
Q3 | $959K | Buy |
239,140
+64,589
| +37% | +$261K | 0.08% | 217 |
|
|
2020
Q2 | $688K | Buy |
174,551
+74,264
| +74% | +$294K | 0.06% | 283 |
|
|
2020
Q1 | $366K | Sell |
100,287
-38,372
| -28% | -$183K | 0.04% | 388 |
|
|
2019
Q4 | $729K | Buy |
138,659
+18,828
| +16% | +$99.4K | 0.08% | 263 |
|
|
2019
Q3 | $609K | Buy |
119,831
+45,531
| +61% | +$223K | 0.07% | 288 |
|
|
2019
Q2 | $353K | Sell |
74,300
-11,265
| -13% | -$54.1K | 0.04% | 407 |
|
|
2019
Q1 | $424K | Buy |
85,565
+6,615
| +8% | +$34.4K | 0.05% | 337 |
|
|
2018
Q4 | $384K | Sell |
78,950
-5,119
| -6% | -$29K | 0.06% | 348 |
|
|
2018
Q3 | $520K | Buy |
84,069
+43,682
| +108% | +$263K | 0.07% | 296 |
|
|
2018
Q2 | $228K | Sell |
40,387
-23,309
| -37% | -$148K | 0.04% | 499 |
|
|
2018
Q1 | $423K | Buy |
63,696
+5,700
| +10% | +$41.5K | 0.08% | 308 |
|
|
2017
Q4 | $465K | Buy |
57,996
+27,507
| +90% | +$188K | 0.08% | 284 |
|
|
2017
Q3 | $196K | Buy |
30,489
+535
| +2% | +$3.38K | 0.04% | 466 |
|
|
2017
Q2 | $202K | Buy |
29,954
+12,470
| +71% | +$79.4K | 0.05% | 445 |
|
|
2017
Q1 | $111K | Sell |
17,484
-19,259
| -52% | -$126K | 0.03% | 422 |
|
|
2016
Q4 | $226K | Sell |
36,743
-843
| -2% | -$4.79K | 0.07% | 352 |
|
|
2016
Q3 | $190K | Buy |
37,586
+9,874
| +36% | +$49.8K | 0.06% | 366 |
|
|
2016
Q2 | $123K | Buy |
27,712
+11,457
| +70% | +$54.2K | 0.04% | 371 |
|
|
2016
Q1 | $75K | Sell |
16,255
-45,034
| -73% | -$220K | 0.03% | 360 |
|
|
2015
Q4 | $381K | Buy |
61,289
+18,055
| +42% | +$117K | 0.13% | 172 |
|
|
2015
Q3 | $263K | Sell |
43,234
-9,743
| -18% | -$65.9K | 0.11% | 218 |
|
|
2015
Q2 | $380K | Buy |
52,977
+9,349
| +21% | +$66.6K | 0.15% | 188 |
|
|
2015
Q1 | $271K | Sell |
43,628
-2,587
| -6% | -$15.4K | 0.12% | 236 |
|
|
2014
Q4 | $270K | Sell |
46,215
-1,365
| -3% | -$7.61K | 0.12% | 223 |
|
|
2014
Q3 | $267K | Sell |
47,580
-595
| -1% | -$3.47K | 0.15% | 171 |
|
|
2014
Q2 | $296K | Sell |
48,175
-2,274
| -5% | -$12.9K | 0.15% | 190 |
|
|
2014
Q1 | $279K | Sell |
50,449
-1,021
| -2% | -$6.1K | 0.15% | 185 |
|
|
2013
Q4 | $344K | Buy |
51,470
+4,398
| +9% | +$28.2K | 0.2% | 154 |
|
|
2013
Q3 | $302K | Buy |
47,072
+2,542
| +6% | +$16.2K | 0.22% | 148 |
|
|
2013
Q2 | $277K | Buy |
+44,530
| New | +$285K | 0.23% | 141 |
|
Other funds holding MUFG
Advisor Partners's MUFG Position: Q2 2022 in Review
Advisor Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 0.05% in Q2 2022, buying an estimated $634 and bringing the position to 215,618 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #256.
Advisor Partners first reported a position in MUFG in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.33M in Q1 2022. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.
- Advisor Partners held 215,618 shares of Mitsubishi UFJ Financial worth $1.15M as of Q2 2022.
- Advisor Partners bought 110 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $634.
- Mitsubishi UFJ Financial made up 0.08% of Advisor Partners's portfolio in Q2 2022, its #256 holding.
- Advisor Partners first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 37 quarters since.
- Advisor Partners's Mitsubishi UFJ Financial position peaked at $1.33M in Q1 2022.
- 258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.