Credential Qtrade Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

Credential Qtrade Securities’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	$3.17K	Hold	310	–	–	﹤0.01%	338
2023 Q4	$2.67K	Hold	310	–	–	﹤0.01%	341
2023 Q3	$2.63K	Hold	310	–	–	﹤0.01%	319
2023 Q2	$2.28K	Hold	310	–	–	﹤0.01%	333
2023 Q1	$1.98K	Buy	+310	New	+$2.17K	﹤0.01%	359
2019 Q4	–	Sell	-5,062	Closed	-$25.7K	–	315
2019 Q3	$25.7K	Hold	5,062	–	–	﹤0.01%	221
2019 Q2	$24K	Sell	5,062 -1,343	-21%	-$6.45K	﹤0.01%	228
2019 Q1	$31.7K	Sell	6,405 -3,472	-35%	-$18.1K	0.01%	228
2018 Q4	$48K	Sell	9,877 -125	-1%	-$707	0.01%	217
2018 Q3	$61.9K	Buy	+10,002	New	+$60.3K	0.01%	230

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Credential Qtrade Securities's MUFG Position: Q1 2024 in Review

Credential Qtrade Securities held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2024 at 310 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Credential Qtrade Securities first reported a position in MUFG in Q3 2018 and has held it in 10 quarters since. The position peaked at $61.9K in Q3 2018. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

Credential Qtrade Securities held 310 shares of Mitsubishi UFJ Financial worth $3.17K as of Q1 2024.
Credential Qtrade Securities left its Mitsubishi UFJ Financial share count unchanged in Q1 2024.
Mitsubishi UFJ Financial made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #338 holding.
Credential Qtrade Securities first reported a position in Mitsubishi UFJ Financial in Q3 2018 and has held it in 10 quarters since.
Credential Qtrade Securities's Mitsubishi UFJ Financial position peaked at $61.9K in Q3 2018.
382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.