Bollard Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bollard Group’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 Q3	–	Sell	-785	Closed	-$6K	–	586
2023 Q2	$6K	Buy	+785	New	+$5.23K	﹤0.01%	371

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bollard Group's MUFG Position: Q3 2023 in Review

Bollard Group sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2023, closing a stake of 785 shares — an estimated $6K sold.

Bollard Group first reported a position in MUFG in Q2 2023 and held it in 1 quarter. The position peaked at $6K in Q2 2023. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

Bollard Group reported no remaining Mitsubishi UFJ Financial position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 785 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $6K.
Bollard Group first reported a position in Mitsubishi UFJ Financial in Q2 2023 and held it in 1 quarter.
Bollard Group's Mitsubishi UFJ Financial position peaked at $6K in Q2 2023.
328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.