Ergoteles’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ergoteles’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 Q3	–	Sell	-84,571	Closed	-$623K	–	554
2023 Q2	$623K	Sell	84,571 -19,352	-19%	-$129K	0.03%	591
2023 Q1	$664K	Sell	103,923 -14,459	-12%	-$101K	0.03%	644
2022 Q4	$790K	Buy	+118,382	New	+$613K	0.03%	546

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ergoteles's MUFG Position: Q3 2023 in Review

Ergoteles sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2023, closing a stake of 84,571 shares — an estimated $623K sold.

Ergoteles first reported a position in MUFG in Q4 2022 and held it in 3 quarters. The position peaked at $790K in Q4 2022. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

Ergoteles reported no remaining Mitsubishi UFJ Financial position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 84,571 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $623K.
Ergoteles first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 3 quarters.
Ergoteles's Mitsubishi UFJ Financial position peaked at $790K in Q4 2022.
328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.