Cowen and Company’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cowen and Company’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 Q3	–	Sell	-410,000	Closed	-$3.02M	–	662
2023 Q2	$3.02M	Buy	+410,000	New	+$2.73M	0.25%	77
2023 Q1	–	Sell	-250,000	Closed	-$1.67M	–	654
2022 Q4	$1.67M	Hold	250,000	–	–	0.17%	69
2022 Q3	$1.13M	Buy	+250,000	New	+$1.3M	0.11%	71
2020 Q4	–	Sell	-235,213	Closed	-$943K	–	492
2020 Q3	$943K	Sell	235,213 -200,000	-46%	-$807K	0.15%	97
2020 Q2	$1.71M	Sell	435,213 -338,600	-44%	-$1.34M	0.28%	63
2020 Q1	$2.83M	Buy	+773,813	New	+$3.69M	0.65%	32
2019 Q4	–	Sell	-551,800	Closed	-$2.8M	–	547
2019 Q3	$2.8M	Buy	+551,800	New	+$2.7M	0.71%	23

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cowen and Company's MUFG Position: Q3 2023 in Review

Cowen and Company sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2023, closing a stake of 410,000 shares — an estimated $3.02M sold.

Cowen and Company first reported a position in MUFG in Q3 2019 and held it in 7 quarters. The position peaked at $3.02M in Q2 2023. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

Cowen and Company reported no remaining Mitsubishi UFJ Financial position as of Q3 2023 after selling out during the quarter.
Cowen and Company sold 410,000 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $3.02M.
Cowen and Company first reported a position in Mitsubishi UFJ Financial in Q3 2019 and held it in 7 quarters.
Cowen and Company's Mitsubishi UFJ Financial position peaked at $3.02M in Q2 2023.
328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Cowen and Company's 13F filing for Q3 2023, filed 9 Nov 2023.