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

Angeles 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
2025
Q1 		– Sell
-36,072
Closed -$423K – 139
2024
Q4 		$423K Hold
36,072
– – 0.02% 112
2024
Q3 		$367K Hold
36,072
– – 0.02% 139
2024
Q2 		$394K Hold
36,072
– – 0.02% 130
2024
Q1 		$369K Hold
36,072
– – 0.02% 148
2023
Q4 		$311K Buy
36,072
+1,272
+4% +$10.7K 0.02% 146
2023
Q3 		$295K Buy
+34,800
New +$278K 0.02% 138

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Angeles Investment Advisors's MUFG Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 36,072 shares — an estimated $423K sold.

Angeles Investment Advisors first reported a position in MUFG in Q3 2023 and held it in 6 quarters. The position peaked at $423K in Q4 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 36,072 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $423K.
  • Angeles Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2023 and held it in 6 quarters.
  • Angeles Investment Advisors's Mitsubishi UFJ Financial position peaked at $423K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.