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Cape Investment Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cape Investment Advisory’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
Q2 		– Sell
-800
Closed -$5.11K – 955
2023
Q1 		$5.11K Buy
+800
New +$5.6K ﹤0.01% 667

Other funds holding MUFG

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Goldman Sachs
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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cape Investment Advisory's MUFG Position: Q2 2023 in Review

Cape Investment Advisory sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 800 shares — an estimated $5.11K sold.

Cape Investment Advisory first reported a position in MUFG in Q1 2023 and held it in 1 quarter. The position peaked at $5.11K in Q1 2023. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

  • Cape Investment Advisory reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 800 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $5.11K.
  • Cape Investment Advisory first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 1 quarter.
  • Cape Investment Advisory's Mitsubishi UFJ Financial position peaked at $5.11K in Q1 2023.
  • 305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on Cape Investment Advisory's 13F filing for Q2 2023, filed 12 Oct 2023.