BAM
MUFG icon

Belpointe Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-3,125
Closed -$20K – 2305
2023
Q1 		$20K Sell
3,125
-37,320
-92% -$261K ﹤0.01% 2310
2022
Q4 		$270K Buy
+40,445
New +$209K 0.02% 759

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Belpointe Asset Management's MUFG Position: Q2 2023 in Review

Belpointe Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 3,125 shares — an estimated $20K sold.

Belpointe Asset Management first reported a position in MUFG in Q4 2022 and held it in 2 quarters. The position peaked at $270K in Q4 2022. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

  • Belpointe Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,125 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $20K.
  • Belpointe Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Mitsubishi UFJ Financial position peaked at $270K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.