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

Brainard 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
2023
Q1 		$69.3K Sell
10,842
-3,910
-27% -$27.4K 0.05% 93
2022
Q4 		$98.4K Buy
+14,752
New +$76.3K 0.08% 99

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brainard Capital Management's MUFG Position: Q1 2023 in Review

Brainard Capital Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 27% in Q1 2023, selling an estimated $27.4K and leaving 10,842 shares worth $69.3K. The position accounts for 0.05% of the portfolio, ranked #93.

Brainard Capital Management first reported a position in MUFG in Q4 2022 and has held it in 2 quarters since. The position peaked at $98.4K in Q4 2022. 288 funds tracked by Wall St. Rank hold MUFG as of Q1 2023.

  • Brainard Capital Management held 10,842 shares of Mitsubishi UFJ Financial worth $69.3K as of Q1 2023.
  • Brainard Capital Management sold 3,910 Mitsubishi UFJ Financial shares in Q1 2023, an estimated $27.4K.
  • Mitsubishi UFJ Financial made up 0.05% of Brainard Capital Management's portfolio in Q1 2023, its #93 holding.
  • Brainard Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Mitsubishi UFJ Financial position peaked at $98.4K in Q4 2022.
  • 288 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.