Blueprint Investment Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Blueprint Investment 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 Q2	–	Sell	-71,419	Closed	-$456K	–	196
2023 Q1	$456K	Buy	71,419 +29,959	+72%	+$210K	0.1%	142
2022 Q4	$277K	Buy	+41,460	New	+$215K	0.06%	167
2022 Q3	–	Sell	-22,940	Closed	-$123K	–	177
2022 Q2	$123K	Sell	22,940 -31,831	-58%	-$183K	0.03%	141
2022 Q1	$339K	Buy	+54,771	New	+$340K	0.09%	126

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Blueprint Investment Partners's MUFG Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 71,419 shares — an estimated $456K sold.

Blueprint Investment Partners first reported a position in MUFG in Q1 2022 and held it in 4 quarters. The position peaked at $456K in Q1 2023. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

Blueprint Investment Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 71,419 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $456K.
Blueprint Investment Partners first reported a position in Mitsubishi UFJ Financial in Q1 2022 and held it in 4 quarters.
Blueprint Investment Partners's Mitsubishi UFJ Financial position peaked at $456K in Q1 2023.
305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.