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Bourgeon Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-385
Closed -$3.31K – 270
2023
Q4 		$3.31K Buy
385
+162
+73% +$1.37K ﹤0.01% 287
2023
Q3 		$1.89K Buy
+223
New +$1.78K ﹤0.01% 290

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Natixis Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Bourgeon Capital Management's MUFG Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2024, closing a stake of 385 shares — an estimated $3.31K sold.

Bourgeon Capital Management first reported a position in MUFG in Q3 2023 and held it in 2 quarters. The position peaked at $3.31K in Q4 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

  • Bourgeon Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 385 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $3.31K.
  • Bourgeon Capital Management first reported a position in Mitsubishi UFJ Financial in Q3 2023 and held it in 2 quarters.
  • Bourgeon Capital Management's Mitsubishi UFJ Financial position peaked at $3.31K in Q4 2023.
  • 382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.