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Corient Capital Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Corient Capital Partners’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
2022
Q3 		$354K Hold
66,335
– – 0.03% 418
2022
Q2 		$354K Buy
66,335
+2,165
+3% +$12.5K 0.03% 430
2022
Q1 		$397K Sell
64,170
-5,975
-9% -$37.1K 0.03% 436
2021
Q4 		$383K Sell
70,145
-28,292
-29% -$159K 0.03% 443
2021
Q3 		$584K Sell
98,437
-724
-0.7% -$4.02K 0.04% 328
2021
Q2 		$537K Sell
99,161
-10
-0% -$56 0.04% 340
2021
Q1 		$534K Buy
99,171
+9,951
+11% +$51.3K 0.05% 304
2020
Q4 		$395K Sell
89,220
-34,809
-28% -$148K 0.04% 321
2020
Q3 		$497K Buy
124,029
+6,477
+6% +$26.1K 0.06% 254
2020
Q2 		$462K Buy
117,552
+828
+0.7% +$3.28K 0.06% 261
2020
Q1 		$427K Sell
116,724
-21,752
-16% -$104K 0.07% 238
2019
Q4 		$752K Sell
138,476
-913
-0.7% -$4.82K 0.1% 218
2019
Q3 		$708K Buy
139,389
+42,345
+44% +$208K 0.1% 209
2019
Q2 		$461K Sell
97,044
-26,746
-22% -$128K 0.07% 253
2019
Q1 		$613K Buy
123,790
+54,812
+79% +$285K 0.1% 196
2018
Q4 		$336K Sell
68,978
-64,470
-48% -$365K 0.06% 249
2018
Q3 		$826K Hold
133,448
– – 0.14% 155
2018
Q2 		$754K Buy
133,448
+20,245
+18% +$128K 0.13% 160
2018
Q1 		$752K Buy
113,203
+21,300
+23% +$155K 0.14% 149
2017
Q4 		$668K Buy
91,903
+8,671
+10% +$59.1K 0.11% 169
2017
Q3 		$536K Buy
83,232
+4,460
+6% +$28.2K 0.1% 175
2017
Q2 		$532K Buy
78,772
+4,981
+7% +$31.7K 0.08% 196
2017
Q1 		$468K Buy
73,791
+4,318
+6% +$28.3K 0.07% 209
2016
Q4 		$428K Sell
69,473
-4,903
-7% -$27.9K 0.08% 214
2016
Q3 		$376K Buy
+74,376
New +$375K 0.07% 225

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Corient Capital Partners's MUFG Position: Q3 2022 in Review

Corient Capital Partners held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2022 at 66,335 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #418.

Corient Capital Partners first reported a position in MUFG in Q3 2016 and has held it in 25 quarters since. The position peaked at $826K in Q3 2018. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

  • Corient Capital Partners held 66,335 shares of Mitsubishi UFJ Financial worth $354K as of Q3 2022.
  • Corient Capital Partners left its Mitsubishi UFJ Financial share count unchanged in Q3 2022.
  • Mitsubishi UFJ Financial made up 0.03% of Corient Capital Partners's portfolio in Q3 2022, its #418 holding.
  • Corient Capital Partners first reported a position in Mitsubishi UFJ Financial in Q3 2016 and has held it in 25 quarters since.
  • Corient Capital Partners's Mitsubishi UFJ Financial position peaked at $826K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.