EDRH
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Edmond de Rothschild Holding’s Mitsubishi UFJ Financial MUFG Stock Holding History

Edmond de Rothschild Holding’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
-4,560
Closed -$27K – 877
2021
Q3 		$27K Buy
+4,560
New +$25.3K ﹤0.01% 729

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Edmond de Rothschild Holding's MUFG Position: Q4 2021 in Review

Edmond de Rothschild Holding sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 4,560 shares — an estimated $27K sold.

Edmond de Rothschild Holding first reported a position in MUFG in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • Edmond de Rothschild Holding reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 4,560 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $27K.
  • Edmond de Rothschild Holding first reported a position in Mitsubishi UFJ Financial in Q3 2021 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Mitsubishi UFJ Financial position peaked at $27K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2021, filed 10 Feb 2022.