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DGS Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

DGS Capital Management’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
-11,441
Closed -$61K – 216
2022
Q2 		$61K Sell
11,441
-5,607
-33% -$32.3K 0.05% 189
2022
Q1 		$106K Buy
17,048
+2,192
+15% +$13.6K 0.07% 188
2021
Q4 		$81K Buy
+14,856
New +$83.6K 0.05% 169

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

DGS Capital Management's MUFG Position: Q3 2022 in Review

DGS Capital Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2022, closing a stake of 11,441 shares — an estimated $61K sold.

DGS Capital Management first reported a position in MUFG in Q4 2021 and held it in 3 quarters. The position peaked at $106K in Q1 2022. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

  • DGS Capital Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2022 after selling out during the quarter.
  • DGS Capital Management sold 11,441 Mitsubishi UFJ Financial shares in Q3 2022, an estimated $61K.
  • DGS Capital Management first reported a position in Mitsubishi UFJ Financial in Q4 2021 and held it in 3 quarters.
  • DGS Capital Management's Mitsubishi UFJ Financial position peaked at $106K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on DGS Capital Management's 13F filing for Q3 2022, filed 21 Feb 2023.