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DFPG Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

DFPG Investments’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
Q4 		$717K Buy
84,109
+5,783
+7% +$48.8K 0.06% 308
2023
Q3 		$634K Buy
78,326
+59,778
+322% +$477K 0.06% 301
2023
Q2 		$143K Buy
+18,548
New +$124K 0.01% 555

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DFPG Investments's MUFG Position: Q4 2023 in Review

DFPG Investments increased its Mitsubishi UFJ Financial (MUFG) stake by 7.4% in Q4 2023, buying an estimated $48.8K and bringing the position to 84,109 shares worth $717K. The position accounts for 0.06% of the portfolio, ranked #308.

DFPG Investments first reported a position in MUFG in Q2 2023 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • DFPG Investments held 84,109 shares of Mitsubishi UFJ Financial worth $717K as of Q4 2023.
  • DFPG Investments bought 5,783 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $48.8K.
  • Mitsubishi UFJ Financial made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #308 holding.
  • DFPG Investments first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.