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Fernwood Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-1,082
Closed -$11.1K – 512
2024
Q1 		$11.1K Buy
+1,082
New +$10.5K ﹤0.01% 554

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Goldman Sachs
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Morgan Stanley
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Northern Trust
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BlackRock
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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

Fernwood Investment Management's MUFG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2024, closing a stake of 1,082 shares — an estimated $11.1K sold.

Fernwood Investment Management first reported a position in MUFG in Q1 2024 and held it in 1 quarter. The position peaked at $11.1K in Q1 2024. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

  • Fernwood Investment Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,082 Mitsubishi UFJ Financial shares in Q2 2024, an estimated $11.1K.
  • Fernwood Investment Management first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Mitsubishi UFJ Financial position peaked at $11.1K in Q1 2024.
  • 406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.