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AlphaQ Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

AlphaQ 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
2023
Q4 		– Sell
-24,510
Closed -$208K – 177
2023
Q3 		$208K Sell
24,510
-85
-0.3% -$678 0.18% 146
2023
Q2 		$181K Sell
24,595
-1,565
-6% -$10.4K 0.13% 164
2023
Q1 		$167K Sell
26,160
-1,935
-7% -$13.5K 0.14% 146
2022
Q4 		$187K Buy
+28,095
New +$145K 0.16% 128

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AlphaQ Advisors's MUFG Position: Q4 2023 in Review

AlphaQ Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2023, closing a stake of 24,510 shares — an estimated $208K sold.

AlphaQ Advisors first reported a position in MUFG in Q4 2022 and held it in 4 quarters. The position peaked at $208K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • AlphaQ Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2023 after selling out during the quarter.
  • AlphaQ Advisors sold 24,510 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $208K.
  • AlphaQ Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 4 quarters.
  • AlphaQ Advisors's Mitsubishi UFJ Financial position peaked at $208K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on AlphaQ Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.