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Alera Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Alera Investment Advisors’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 		– Sell
-15,925
Closed -$172K – 305
2024
Q2 		$172K Buy
+15,925
New +$162K 0.02% 265
2019
Q2 		– Sell
-2,747
Closed -$14K – 665
2019
Q1 		$14K Buy
2,747
+474
+21% +$2.46K 0.01% 388
2018
Q4 		$11K Buy
+2,273
New +$12.9K 0.01% 412

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Natixis Advisors
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's MUFG Position: Q3 2024 in Review

Alera Investment Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 15,925 shares — an estimated $172K sold.

Alera Investment Advisors first reported a position in MUFG in Q4 2018 and held it in 3 quarters. The position peaked at $172K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Alera Investment Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 15,925 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $172K.
  • Alera Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 3 quarters.
  • Alera Investment Advisors's Mitsubishi UFJ Financial position peaked at $172K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.