Gemmer Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Gemmer Asset 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
2022 Q2	–	Sell	-974	Closed	-$6K	–	762
2022 Q1	$6K	Hold	974	–	–	﹤0.01%	880
2021 Q4	$5K	Hold	974	–	–	﹤0.01%	1001
2021 Q3	$6K	Hold	974	–	–	﹤0.01%	901
2021 Q2	$5K	Hold	974	–	–	﹤0.01%	1094
2021 Q1	$5K	Hold	974	–	–	﹤0.01%	1067
2020 Q4	$4K	Hold	974	–	–	﹤0.01%	1098
2020 Q3	$4K	Buy	974 +515	+112%	+$2.08K	﹤0.01%	977
2020 Q2	$2K	Sell	459 -745	-62%	-$2.95K	﹤0.01%	1184
2020 Q1	$4K	Buy	1,204 +251	+26%	+$1.2K	﹤0.01%	861
2019 Q4	$5K	Hold	953	–	–	﹤0.01%	963
2019 Q3	$5K	Buy	953 +116	+14%	+$569	﹤0.01%	963
2019 Q2	$4K	Sell	837 -2,092	-71%	-$10K	﹤0.01%	1030
2019 Q1	$14K	Buy	+2,929	New	+$15.2K	﹤0.01%	545
2018 Q4	–	Sell	-1,993	Closed	-$12K	–	1406
2018 Q3	$12K	Buy	1,993 +837	+72%	+$5.05K	﹤0.01%	609
2018 Q2	$7K	Buy	1,156 +245	+27%	+$1.55K	﹤0.01%	881
2018 Q1	$6K	Buy	+911	New	+$6.64K	﹤0.01%	916

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gemmer Asset Management's MUFG Position: Q2 2022 in Review

Gemmer Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2022, closing a stake of 974 shares — an estimated $6K sold.

Gemmer Asset Management first reported a position in MUFG in Q1 2018 and held it in 16 quarters. The position peaked at $14K in Q1 2019. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

Gemmer Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 974 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $6K.
Gemmer Asset Management first reported a position in Mitsubishi UFJ Financial in Q1 2018 and held it in 16 quarters.
Gemmer Asset Management's Mitsubishi UFJ Financial position peaked at $14K in Q1 2019.
258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.