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Foresight Global Investors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Foresight Global Investors’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
Q4 		– Sell
-138,749
Closed -$1.41M – 34
2024
Q3 		$1.41M Sell
138,749
-296,178
-68% -$3.13M 0.77% 21
2024
Q2 		$4.7M Buy
434,927
+71,027
+20% +$720K 2.26% 11
2024
Q1 		$3.72M Buy
+363,900
New +$3.52M 1.83% 12

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Foresight Global Investors's MUFG Position: Q4 2024 in Review

Foresight Global Investors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2024, closing a stake of 138,749 shares — an estimated $1.41M sold.

Foresight Global Investors first reported a position in MUFG in Q1 2024 and held it in 3 quarters. The position peaked at $4.7M in Q2 2024. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

  • Foresight Global Investors reported no remaining Mitsubishi UFJ Financial position as of Q4 2024 after selling out during the quarter.
  • Foresight Global Investors sold 138,749 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $1.41M.
  • Foresight Global Investors first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 3 quarters.
  • Foresight Global Investors's Mitsubishi UFJ Financial position peaked at $4.7M in Q2 2024.
  • 437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on Foresight Global Investors's 13F filing for Q4 2024, filed 11 Feb 2025.