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Caldwell Sutter Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Caldwell Sutter Capital’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
Q4 		– Sell
-609
Closed -$5.17K – 970
2023
Q3 		$5.17K Hold
609
– – ﹤0.01% 595
2023
Q2 		$4.49K Buy
+609
New +$4.05K ﹤0.01% 621

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Goldman Sachs
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caldwell Sutter Capital's MUFG Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2023, closing a stake of 609 shares — an estimated $5.17K sold.

Caldwell Sutter Capital first reported a position in MUFG in Q2 2023 and held it in 2 quarters. The position peaked at $5.17K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • Caldwell Sutter Capital reported no remaining Mitsubishi UFJ Financial position as of Q4 2023 after selling out during the quarter.
  • Caldwell Sutter Capital sold 609 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $5.17K.
  • Caldwell Sutter Capital first reported a position in Mitsubishi UFJ Financial in Q2 2023 and held it in 2 quarters.
  • Caldwell Sutter Capital's Mitsubishi UFJ Financial position peaked at $5.17K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.