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Evelyn V. Moreno’s Mitsubishi UFJ Financial MUFG Stock Holding History

Evelyn V. Moreno’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 		$147K Buy
+17,035
New +$144K 0.07% 136

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Evelyn V. Moreno's MUFG Position: Q4 2023 in Review

Evelyn V. Moreno opened a new position in Mitsubishi UFJ Financial (MUFG) in Q4 2023: 17,035 shares worth $147K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings.

360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • Evelyn V. Moreno held 17,035 shares of Mitsubishi UFJ Financial worth $147K as of Q4 2023.
  • Mitsubishi UFJ Financial was a new Evelyn V. Moreno position in Q4 2023.
  • Mitsubishi UFJ Financial made up 0.07% of Evelyn V. Moreno's portfolio in Q4 2023, its #136 holding.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.