FinTrust Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

FinTrust Capital Advisors’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 Q3	$14.1K	Sell	1,389 -698	-33%	-$7.37K	﹤0.01%	873
2024 Q2	$22.5K	Buy	2,087 +313	+18%	+$3.17K	﹤0.01%	739
2024 Q1	$18.1K	Hold	1,774	–	–	﹤0.01%	754
2023 Q4	$15.3K	Hold	1,774	–	–	﹤0.01%	751
2023 Q3	$15.1K	Buy	1,774 +495	+39%	+$3.95K	﹤0.01%	711
2023 Q2	$8.53K	Hold	1,279	–	–	﹤0.01%	793
2023 Q1	$8.53K	Hold	1,279	–	–	﹤0.01%	789
2022 Q4	$8.53K	Buy	1,279 +403	+46%	+$2.08K	﹤0.01%	787
2022 Q3	$4K	Hold	876	–	–	﹤0.01%	1047
2022 Q2	$5K	Hold	876	–	–	﹤0.01%	1027
2022 Q1	$5K	Hold	876	–	–	﹤0.01%	1067
2021 Q4	$5K	Hold	876	–	–	﹤0.01%	1026
2021 Q3	$5K	Hold	876	–	–	﹤0.01%	1026
2021 Q2	$5K	Buy	876 +328	+60%	+$1.82K	﹤0.01%	1048
2021 Q1	$3K	Hold	548	–	–	﹤0.01%	1068
2020 Q4	$2K	Hold	548	–	–	﹤0.01%	1021
2020 Q3	$2	Hold	548	–	–	﹤0.01%	1069
2020 Q2	$2K	Buy	+548	New	+$2.17K	﹤0.01%	938
2019 Q2	–	Sell	-2,160	Closed	-$11K	–	1177
2019 Q1	$11K	Sell	2,160 -490	-18%	-$2.55K	﹤0.01%	759
2018 Q4	$13K	Buy	+2,650	New	+$15K	0.01%	699

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

FinTrust Capital Advisors's MUFG Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 33% in Q3 2024, selling an estimated $7.37K and leaving 1,389 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

FinTrust Capital Advisors first reported a position in MUFG in Q4 2018 and has held it in 20 quarters since. The position peaked at $22.5K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

FinTrust Capital Advisors held 1,389 shares of Mitsubishi UFJ Financial worth $14.1K as of Q3 2024.
FinTrust Capital Advisors sold 698 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $7.37K.
Mitsubishi UFJ Financial made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #873 holding.
FinTrust Capital Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2018 and has held it in 20 quarters since.
FinTrust Capital Advisors's Mitsubishi UFJ Financial position peaked at $22.5K in Q2 2024.
418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.