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D.A. Davidson & Co’s Mitsubishi UFJ Financial MUFG Stock Holding History

D.A. Davidson & Co’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 		– Sell
-17,553
Closed -$94K – 1334
2022
Q2 		$94K Buy
17,553
+1,103
+7% +$6.35K ﹤0.01% 1227
2022
Q1 		$102K Hold
16,450
– – ﹤0.01% 1257
2021
Q4 		$90K Hold
16,450
– – ﹤0.01% 1242
2021
Q3 		$98K Hold
16,450
– – ﹤0.01% 1186
2021
Q2 		$89K Buy
16,450
+2,150
+15% +$12K ﹤0.01% 1167
2021
Q1 		$77K Buy
+14,300
New +$73.8K ﹤0.01% 1133
2017
Q4 		– Sell
-45,354
Closed -$292K – 1126
2017
Q3 		$292K Sell
45,354
-28,049
-38% -$177K 0.01% 852
2017
Q2 		$495K Buy
73,403
+10,847
+17% +$69.1K 0.01% 628
2017
Q1 		$396K Buy
62,556
+21,187
+51% +$139K 0.01% 688
2016
Q4 		$251K Sell
41,369
-1,446
-3% -$8.22K 0.01% 903
2016
Q3 		$214K Buy
42,815
+33,483
+359% +$169K 0.01% 915
2016
Q2 		$39K Buy
9,332
+123
+1% +$582 ﹤0.01% 1505
2016
Q1 		$40K Sell
9,209
-1,481
-14% -$7.22K ﹤0.01% 1471
2015
Q4 		$65K Buy
10,690
+1,640
+18% +$10.6K ﹤0.01% 1300
2015
Q3 		$54K Sell
9,050
-2,060
-19% -$13.9K ﹤0.01% 1335
2015
Q2 		$79K Sell
11,110
-6,742
-38% -$48K ﹤0.01% 1244
2015
Q1 		$109K Sell
17,852
-119
-0.7% -$706 ﹤0.01% 1104
2014
Q4 		$98K Sell
17,971
-50,264
-74% -$280K ﹤0.01% 1138
2014
Q3 		$382K Sell
68,235
-47,730
-41% -$279K 0.01% 664
2014
Q2 		$711K Sell
115,965
-25,214
-18% -$143K 0.02% 504
2014
Q1 		$779K Sell
141,179
-25,275
-15% -$151K 0.03% 480
2013
Q4 		$1.11M Sell
166,454
-4,912
-3% -$31.5K 0.04% 375
2013
Q3 		$1.09M Sell
171,366
-12,676
-7% -$80.6K 0.05% 334
2013
Q2 		$1.14M Buy
+184,042
New +$1.18M 0.06% 299

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

D.A. Davidson & Co's MUFG Position: Q3 2022 in Review

D.A. Davidson & Co sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2022, closing a stake of 17,553 shares — an estimated $94K sold.

D.A. Davidson & Co first reported a position in MUFG in Q2 2013 and held it in 24 quarters. The position peaked at $1.14M in Q2 2013. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

  • D.A. Davidson & Co reported no remaining Mitsubishi UFJ Financial position as of Q3 2022 after selling out during the quarter.
  • D.A. Davidson & Co sold 17,553 Mitsubishi UFJ Financial shares in Q3 2022, an estimated $94K.
  • D.A. Davidson & Co first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 24 quarters.
  • D.A. Davidson & Co's Mitsubishi UFJ Financial position peaked at $1.14M in Q2 2013.
  • 250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on D.A. Davidson & Co's 13F filing for Q3 2022, filed 7 Nov 2022.