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Benjamin F. Edwards & Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$475K Sell
43,978
-241
-0.5% -$2.44K 0.01% 698
2024
Q1 		$453K Buy
44,219
+15,090
+52% +$146K 0.01% 674
2023
Q4 		$251K Buy
+29,129
New +$246K 0.01% 798

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Benjamin F. Edwards & Company's MUFG Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.55% in Q2 2024, selling an estimated $2.44K and leaving 43,978 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #698.

Benjamin F. Edwards & Company first reported a position in MUFG in Q4 2023 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

  • Benjamin F. Edwards & Company held 43,978 shares of Mitsubishi UFJ Financial worth $475K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 241 Mitsubishi UFJ Financial shares in Q2 2024, an estimated $2.44K.
  • Mitsubishi UFJ Financial made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #698 holding.
  • Benjamin F. Edwards & Company first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.