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Balasa Dinverno & Foltz’s Mitsubishi UFJ Financial MUFG Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		$90K Sell
20,030
-1,252
-6% -$6.52K 0.01% 332
2022
Q2 		$114K Buy
+21,282
New +$123K 0.01% 328
2021
Q3 		– Sell
-23,558
Closed -$128K – 341
2021
Q2 		$128K Buy
+23,558
New +$131K 0.01% 326

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Balasa Dinverno & Foltz's MUFG Position: Q3 2022 in Review

Balasa Dinverno & Foltz reduced its Mitsubishi UFJ Financial (MUFG) stake by 5.9% in Q3 2022, selling an estimated $6.52K and leaving 20,030 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #332.

Balasa Dinverno & Foltz first reported a position in MUFG in Q2 2021 and has held it in 3 quarters since. The position peaked at $128K in Q2 2021. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

  • Balasa Dinverno & Foltz held 20,030 shares of Mitsubishi UFJ Financial worth $90K as of Q3 2022.
  • Balasa Dinverno & Foltz sold 1,252 Mitsubishi UFJ Financial shares in Q3 2022, an estimated $6.52K.
  • Mitsubishi UFJ Financial made up 0.01% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #332 holding.
  • Balasa Dinverno & Foltz first reported a position in Mitsubishi UFJ Financial in Q2 2021 and has held it in 3 quarters since.
  • Balasa Dinverno & Foltz's Mitsubishi UFJ Financial position peaked at $128K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.