CA
MUFG icon

Calton & Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

Calton & Associates’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
-28,125
Closed -$242K – 231
2023
Q4 		$242K Buy
+28,125
New +$237K 0.1% 196
2018
Q1 		– Sell
-1,911
Closed -$15K – 931
2017
Q4 		$15K Buy
+1,911
New +$13K ﹤0.01% 959

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
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

Calton & Associates's MUFG Position: Q1 2024 in Review

Calton & Associates sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2024, closing a stake of 28,125 shares — an estimated $242K sold.

Calton & Associates first reported a position in MUFG in Q4 2017 and held it in 2 quarters. The position peaked at $242K in Q4 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

  • Calton & Associates reported no remaining Mitsubishi UFJ Financial position as of Q1 2024 after selling out during the quarter.
  • Calton & Associates sold 28,125 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $242K.
  • Calton & Associates first reported a position in Mitsubishi UFJ Financial in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Mitsubishi UFJ Financial position peaked at $242K in Q4 2023.
  • 382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.