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D'Orazio & Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-798
Closed -$5K – 480
2021
Q3 		$5K Buy
+798
New +$4.43K ﹤0.01% 638

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

D'Orazio & Associates's MUFG Position: Q4 2021 in Review

D'Orazio & Associates sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 798 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in MUFG in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • D'Orazio & Associates reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 798 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $5K.
  • D'Orazio & Associates first reported a position in Mitsubishi UFJ Financial in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Mitsubishi UFJ Financial position peaked at $5K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.