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Guardian Capital Advisors (Canada)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Guardian Capital Advisors (Canada)’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 		$6.12M Buy
600,391
+38,080
+7% +$402K 0.6% 57
2024
Q2 		$6.29M Buy
562,311
+143,775
+34% +$1.46M 0.67% 53
2024
Q1 		$4.05M Sell
418,536
-32,865
-7% -$318K 0.44% 64
2023
Q4 		$4.01M Sell
451,401
-71,535
-14% -$603K 0.42% 64
2023
Q3 		$4.38M Sell
522,936
-6,005
-1% -$47.9K 0.49% 61
2023
Q2 		$4.09M Buy
528,941
+17,235
+3% +$115K 0.46% 61
2023
Q1 		$3.29M Sell
511,706
-2,855
-0.6% -$20K 0.38% 68
2022
Q4 		$3.79M Sell
514,561
-8,030
-2% -$41.6K 0.43% 63
2022
Q3 		$2.27M Buy
522,591
+14,735
+3% +$76.7K 0.28% 75
2022
Q2 		$2.6M Sell
507,856
-11,480
-2% -$66.1K 0.3% 70
2022
Q1 		$3.11M Buy
519,336
+4,931
+1% +$30.6K 0.3% 70
2021
Q4 		$3.16M Sell
514,405
-2,925
-0.6% -$16.5K 0.3% 74
2021
Q3 		$2.94M Sell
517,330
-35,920
-6% -$199K 0.31% 71
2021
Q2 		$3M Sell
553,250
-39,815
-7% -$221K 0.31% 68
2021
Q1 		$3.21M Sell
593,065
-72,930
-11% -$376K 0.37% 66
2020
Q4 		$2.94M Buy
665,995
+124,640
+23% +$530K 0.4% 62
2020
Q3 		$2.18M Sell
541,355
-710
-0.1% -$2.87K 0.33% 73
2020
Q2 		$1.56M Buy
542,065
+61,100
+13% +$242K 0.3% 71
2020
Q1 		$1.22M Sell
480,965
-2,400
-0.5% -$11.4K 0.29% 68
2019
Q4 		$2.55M Buy
483,365
+26,490
+6% +$140K 0.32% 67
2019
Q3 		$2.3M Buy
456,875
+40,760
+10% +$200K 0.31% 68
2019
Q2 		$1.99M Buy
416,115
+35,150
+9% +$169K 0.26% 73
2019
Q1 		$1.95M Buy
380,965
+24,395
+7% +$127K 0.26% 72
2018
Q4 		$1.88M Sell
356,570
-8,450
-2% -$47.8K 0.27% 73
2018
Q3 		$2.35M Buy
365,020
+915
+0.3% +$5.52K 0.32% 70
2018
Q2 		$2.08M Buy
364,105
+24,275
+7% +$154K 0.28% 79
2018
Q1 		$2.26M Buy
339,830
+27,295
+9% +$199K 0.32% 74
2017
Q4 		$2.5M Buy
312,535
+39,065
+14% +$266K 0.33% 74
2017
Q3 		$1.78M Buy
273,470
+40,575
+17% +$256K 0.24% 82
2017
Q2 		$1.51M Buy
232,895
+67,920
+41% +$433K 0.22% 88
2017
Q1 		$1M Buy
+164,975
New +$1.08M 0.14% 96

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s MUFG Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its Mitsubishi UFJ Financial (MUFG) stake by 6.8% in Q3 2024, buying an estimated $402K and bringing the position to 600,391 shares worth $6.12M. The position accounts for 0.6% of the portfolio, ranked #57.

Guardian Capital Advisors (Canada) first reported a position in MUFG in Q1 2017 and has held it in 31 quarters since. The position peaked at $6.29M in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 600,391 shares of Mitsubishi UFJ Financial worth $6.12M as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 38,080 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $402K.
  • Mitsubishi UFJ Financial made up 0.6% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #57 holding.
  • Guardian Capital Advisors (Canada) first reported a position in Mitsubishi UFJ Financial in Q1 2017 and has held it in 31 quarters since.
  • Guardian Capital Advisors (Canada)'s Mitsubishi UFJ Financial position peaked at $6.29M in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.