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Aspen Grove Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Aspen Grove Capital’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
-10,712
Closed -$90.9K – 200
2023
Q3 		$90.9K Buy
10,712
+118
+1% +$941 0.03% 168
2023
Q2 		$79.2K Hold
10,594
– – 0.03% 191
2023
Q1 		$67.7K Hold
10,594
– – 0.03% 148
2022
Q4 		$70.7K Buy
+10,594
New +$54.8K 0.03% 160

Other funds holding MUFG

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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

Aspen Grove Capital's MUFG Position: Q4 2023 in Review

Aspen Grove Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2023, closing a stake of 10,712 shares — an estimated $90.9K sold.

Aspen Grove Capital first reported a position in MUFG in Q4 2022 and held it in 4 quarters. The position peaked at $90.9K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • Aspen Grove Capital reported no remaining Mitsubishi UFJ Financial position as of Q4 2023 after selling out during the quarter.
  • Aspen Grove Capital sold 10,712 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $90.9K.
  • Aspen Grove Capital first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 4 quarters.
  • Aspen Grove Capital's Mitsubishi UFJ Financial position peaked at $90.9K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Aspen Grove Capital's 13F filing for Q4 2023, filed 14 Feb 2024.