Fieldpoint Private Securities’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fieldpoint Private Securities’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
2022 Q2	$28K	Sell	5,185 -14,587	-74%	-$84K	0.01%	576
2022 Q1	$122K	Buy	19,772 +1,482	+8%	+$9.21K	0.03%	393
2021 Q4	$100K	Buy	18,290 +4,185	+30%	+$23.6K	0.02%	442
2021 Q3	$84K	Buy	14,105 +1,377	+11%	+$7.65K	0.02%	453
2021 Q2	$69K	Buy	12,728 +848	+7%	+$4.71K	0.02%	503
2021 Q1	$64K	Buy	11,880 +6,205	+109%	+$32K	0.01%	510
2020 Q4	$25K	Sell	5,675 -9,295	-62%	-$39.5K	0.01%	631
2020 Q3	$60K	Buy	14,970 +1,150	+8%	+$4.64K	0.02%	275
2020 Q2	$54K	Buy	+13,820	New	+$54.7K	0.02%	249

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fieldpoint Private Securities's MUFG Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Mitsubishi UFJ Financial (MUFG) stake by 74% in Q2 2022, selling an estimated $84K and leaving 5,185 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #576.

Fieldpoint Private Securities first reported a position in MUFG in Q2 2020 and has held it in 9 quarters since. The position peaked at $122K in Q1 2022. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

Fieldpoint Private Securities held 5,185 shares of Mitsubishi UFJ Financial worth $28K as of Q2 2022.
Fieldpoint Private Securities sold 14,587 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $84K.
Mitsubishi UFJ Financial made up 0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #576 holding.
Fieldpoint Private Securities first reported a position in Mitsubishi UFJ Financial in Q2 2020 and has held it in 9 quarters since.
Fieldpoint Private Securities's Mitsubishi UFJ Financial position peaked at $122K in Q1 2022.
258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.