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Ellevest Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-601
Closed -$3.84K – 1154
2023
Q1 		$3.84K Buy
+601
New +$4.21K ﹤0.01% 1280
2021
Q3 		– Sell
-1,982
Closed -$11K – 1512
2021
Q2 		$11K Sell
1,982
-26,870
-93% -$149K ﹤0.01% 744
2021
Q1 		$155K Sell
28,852
-4,697
-14% -$24.2K 0.02% 274
2020
Q4 		$149K Buy
33,549
+6,851
+26% +$29.1K 0.02% 227
2020
Q3 		$107K Buy
26,698
+5,881
+28% +$23.7K 0.02% 240
2020
Q2 		$82K Buy
20,817
+9,338
+81% +$37K 0.02% 251
2020
Q1 		$42K Buy
11,479
+4,749
+71% +$22.6K 0.01% 262
2019
Q4 		$37K Buy
+6,730
New +$35.5K 0.01% 263

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ellevest Inc's MUFG Position: Q2 2023 in Review

Ellevest Inc sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 601 shares — an estimated $3.84K sold.

Ellevest Inc first reported a position in MUFG in Q4 2019 and held it in 8 quarters. The position peaked at $155K in Q1 2021. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

  • Ellevest Inc reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 601 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $3.84K.
  • Ellevest Inc first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 8 quarters.
  • Ellevest Inc's Mitsubishi UFJ Financial position peaked at $155K in Q1 2021.
  • 305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.