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

Altium 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
2022 Q2	$1.45M	Buy	272,148 +858	+0.3%	+$4.94K	0.1%	122
2022 Q1	$1.68M	Buy	271,290 +16,657	+7%	+$103K	0.11%	105
2021 Q4	$1.39M	Buy	254,633 +47,862	+23%	+$269K	0.09%	115
2021 Q3	$1.23M	Buy	206,771 +24,450	+13%	+$136K	0.09%	111
2021 Q2	$988K	Buy	182,321 +15,410	+9%	+$85.7K	0.07%	131
2021 Q1	$898K	Buy	166,911 +13,521	+9%	+$69.8K	0.07%	122
2020 Q4	$680K	Buy	153,390 +2,594	+2%	+$11K	0.06%	141
2020 Q3	$605K	Buy	150,796 +32,957	+28%	+$133K	0.06%	134
2020 Q2	$463K	Buy	117,839 +28,929	+33%	+$115K	0.05%	175
2020 Q1	$325K	Buy	+88,910	New	+$424K	0.04%	195

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

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

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

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

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

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

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

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

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

Altium Wealth Management's MUFG Position: Q2 2022 in Review

Altium Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 0.32% in Q2 2022, buying an estimated $4.94K and bringing the position to 272,148 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #122.

Altium Wealth Management first reported a position in MUFG in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.68M in Q1 2022. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

Altium Wealth Management held 272,148 shares of Mitsubishi UFJ Financial worth $1.45M as of Q2 2022.
Altium Wealth Management bought 858 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $4.94K.
Mitsubishi UFJ Financial made up 0.1% of Altium Wealth Management's portfolio in Q2 2022, its #122 holding.
Altium Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's Mitsubishi UFJ Financial position peaked at $1.68M in Q1 2022.
258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.