Glassman Wealth Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-2,809	Closed	-$24.2K	–	1208
2023 Q4	$24.2K	Hold	2,809	–	–	﹤0.01%	644
2023 Q3	$23.8K	Hold	2,809	–	–	﹤0.01%	617
2023 Q2	$20.7K	Hold	2,809	–	–	﹤0.01%	611
2023 Q1	$17.9K	Hold	2,809	–	–	﹤0.01%	658
2022 Q4	$18.7K	Hold	2,809	–	–	﹤0.01%	678
2022 Q3	$13K	Hold	2,809	–	–	﹤0.01%	727
2022 Q2	$15K	Hold	2,809	–	–	﹤0.01%	707
2022 Q1	$17K	Hold	2,809	–	–	﹤0.01%	699
2021 Q4	$15K	Hold	2,809	–	–	﹤0.01%	688
2021 Q3	$17K	Hold	2,809	–	–	﹤0.01%	630
2021 Q2	$15K	Hold	2,809	–	–	﹤0.01%	653
2021 Q1	$15K	Sell	2,809 -159	-5%	-$820	﹤0.01%	605
2020 Q4	$13K	Buy	2,968 +1,147	+63%	+$4.87K	﹤0.01%	649
2020 Q3	$7K	Buy	1,821 +1,137	+166%	+$4.59K	﹤0.01%	703
2020 Q2	$3K	Buy	684 +372	+119%	+$1.47K	﹤0.01%	772
2020 Q1	$1K	Buy	312 +159	+104%	+$758	﹤0.01%	935
2019 Q4	$1K	Buy	+153	New	+$807	﹤0.01%	980

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

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

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

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

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

Glassman Wealth Services's MUFG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2024, closing a stake of 2,809 shares — an estimated $24.2K sold.

Glassman Wealth Services first reported a position in MUFG in Q4 2019 and held it in 17 quarters. The position peaked at $24.2K in Q4 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

Glassman Wealth Services reported no remaining Mitsubishi UFJ Financial position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 2,809 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $24.2K.
Glassman Wealth Services first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 17 quarters.
Glassman Wealth Services's Mitsubishi UFJ Financial position peaked at $24.2K in Q4 2023.
382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.