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Fox Run Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fox Run 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
2025
Q4 		– Sell
-48,406
Closed -$772K – 1126
2025
Q3 		$772K Buy
+48,406
New +$717K 0.12% 310
2024
Q4 		– Sell
-55,051
Closed -$560K – 1067
2024
Q3 		$560K Buy
+55,051
New +$581K 0.12% 311
2019
Q1 		– Sell
-23,181
Closed -$113K – 616
2018
Q4 		$113K Buy
+23,181
New +$131K 0.06% 458
2018
Q2 		– Sell
-25,108
Closed -$167K – 830
2018
Q1 		$167K Buy
+25,108
New +$183K 0.04% 651
2017
Q2 		– Sell
-14,500
Closed -$92K – 754
2017
Q1 		$92K Buy
+14,500
New +$94.9K 0.04% 543

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BlackRock
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Morgan Stanley
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ClearBridge Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return