Capstone Investment Advisors
MUFG icon

Capstone Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-37,798
Closed -$408K – 2101
2024
Q2 		$408K Buy
37,798
+4,269
+13% +$43.3K ﹤0.01% 1414
2024
Q1 		$343K Buy
+33,529
New +$324K ﹤0.01% 1753

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Morgan Stanley
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Northern Trust
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BlackRock
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Chevy Chase Trust
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Capstone Investment Advisors's MUFG Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 37,798 shares — an estimated $408K sold.

Capstone Investment Advisors first reported a position in MUFG in Q1 2024 and held it in 2 quarters. The position peaked at $408K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 37,798 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $408K.
  • Capstone Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Mitsubishi UFJ Financial position peaked at $408K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.