Baldwin Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Baldwin Wealth Partners’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	-14,861	Closed	-$126K	–	764
2023 Q3	$126K	Hold	14,861	–	–	0.01%	272
2023 Q2	$110K	Buy	14,861 +104	+0.7%	+$692	0.01%	309
2023 Q1	$94.3K	Sell	14,757 -280	-2%	-$1.96K	0.01%	330
2022 Q4	$100K	Hold	15,037	–	–	0.01%	318
2022 Q3	$68K	Hold	15,037	–	–	0.01%	285
2022 Q2	$80K	Sell	15,037 -515	-3%	-$2.97K	0.01%	275
2022 Q1	$96K	Sell	15,552 -375	-2%	-$2.33K	0.01%	277
2021 Q4	$87K	Hold	15,927	–	–	0.01%	288
2021 Q3	$94K	Buy	15,927 +910	+6%	+$5.05K	0.01%	269
2021 Q2	$81K	Sell	15,017 -346	-2%	-$1.92K	0.01%	297
2021 Q1	$83K	Buy	15,363 +833	+6%	+$4.3K	0.01%	280
2020 Q4	$64K	Hold	14,530	–	–	0.01%	293
2020 Q3	$58K	Hold	14,530	–	–	0.01%	279
2020 Q2	$57K	Hold	14,530	–	–	0.01%	280
2020 Q1	$53K	Buy	14,530 +900	+7%	+$4.29K	0.01%	267
2019 Q4	$74K	Hold	13,630	–	–	0.01%	269
2019 Q3	$69K	Buy	+13,630	New	+$66.8K	0.01%	269

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Baldwin Wealth Partners's MUFG Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2023, closing a stake of 14,861 shares — an estimated $126K sold.

Baldwin Wealth Partners first reported a position in MUFG in Q3 2019 and held it in 17 quarters. The position peaked at $126K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

Baldwin Wealth Partners reported no remaining Mitsubishi UFJ Financial position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 14,861 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $126K.
Baldwin Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q3 2019 and held it in 17 quarters.
Baldwin Wealth Partners's Mitsubishi UFJ Financial position peaked at $126K in Q3 2023.
360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.