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Bedell Frazier Investment Counselling’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bedell Frazier Investment Counselling’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
Q1 		– Sell
-55,083
Closed -$367K – 98
2022
Q4 		$367K Sell
55,083
-10,000
-15% -$51.7K 0.1% 85
2022
Q3 		$293K Buy
+65,083
New +$339K 0.08% 82

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bedell Frazier Investment Counselling's MUFG Position: Q1 2023 in Review

Bedell Frazier Investment Counselling sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2023, closing a stake of 55,083 shares — an estimated $367K sold.

Bedell Frazier Investment Counselling first reported a position in MUFG in Q3 2022 and held it in 2 quarters. The position peaked at $367K in Q4 2022. 287 funds tracked by Wall St. Rank hold MUFG as of Q1 2023.

  • Bedell Frazier Investment Counselling reported no remaining Mitsubishi UFJ Financial position as of Q1 2023 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 55,083 Mitsubishi UFJ Financial shares in Q1 2023, an estimated $367K.
  • Bedell Frazier Investment Counselling first reported a position in Mitsubishi UFJ Financial in Q3 2022 and held it in 2 quarters.
  • Bedell Frazier Investment Counselling's Mitsubishi UFJ Financial position peaked at $367K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2023.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2023, filed 9 May 2023.