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Edge Capital Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Edge Capital Group’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
Q4 		$10.2M Sell
871,152
-833
-0.1% -$9.37K 0.46% 48
2024
Q3 		$8.88M Buy
871,985
+2,737
+0.3% +$28.9K 0.39% 57
2024
Q2 		$9.39M Buy
869,248
+28,592
+3% +$290K 0.45% 54
2024
Q1 		$8.6M Buy
+840,656
New +$8.13M 0.43% 52

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Edge Capital Group's MUFG Position: Q4 2024 in Review

Edge Capital Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.1% in Q4 2024, selling an estimated $9.37K and leaving 871,152 shares worth $10.2M. The position accounts for 0.46% of the portfolio, ranked #48.

Edge Capital Group first reported a position in MUFG in Q1 2024 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

  • Edge Capital Group held 871,152 shares of Mitsubishi UFJ Financial worth $10.2M as of Q4 2024.
  • Edge Capital Group sold 833 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $9.37K.
  • Mitsubishi UFJ Financial made up 0.46% of Edge Capital Group's portfolio in Q4 2024, its #48 holding.
  • Edge Capital Group first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.