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Eudaimonia Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Eudaimonia Partners’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
Q4 		– Sell
-15,360
Closed -$130K – 309
2023
Q3 		$130K Hold
15,360
– – 0.03% 314
2023
Q2 		$113K Buy
+15,360
New +$102K 0.03% 336

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Goldman Sachs
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Fisher Asset Management
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BlackRock
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Northern Trust
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eudaimonia Partners's MUFG Position: Q4 2023 in Review

Eudaimonia Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2023, closing a stake of 15,360 shares — an estimated $130K sold.

Eudaimonia Partners first reported a position in MUFG in Q2 2023 and held it in 2 quarters. The position peaked at $130K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • Eudaimonia Partners reported no remaining Mitsubishi UFJ Financial position as of Q4 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 15,360 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $130K.
  • Eudaimonia Partners first reported a position in Mitsubishi UFJ Financial in Q2 2023 and held it in 2 quarters.
  • Eudaimonia Partners's Mitsubishi UFJ Financial position peaked at $130K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Eudaimonia Partners's 13F filing for Q4 2023, filed 8 Feb 2024.