Halbert Hargrove Global Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Halbert Hargrove Global Advisors’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	-19,519	Closed	-$121K	–	167
2022 Q1	$121K	Buy	+19,519	New	+$121K	0.01%	161
2021 Q4	–	Sell	-19,512	Closed	-$116K	–	167
2021 Q3	$116K	Buy	19,512 +1	+0%	+$6	0.01%	146
2021 Q2	$106K	Hold	19,511	–	–	0.01%	151
2021 Q1	$105K	Hold	19,511	–	–	0.01%	132
2020 Q4	$86K	Buy	+19,511	New	+$82.9K	0.01%	116

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

Halbert Hargrove Global Advisors's MUFG Position: Q2 2022 in Review

Halbert Hargrove Global Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2022, closing a stake of 19,519 shares — an estimated $121K sold.

Halbert Hargrove Global Advisors first reported a position in MUFG in Q4 2020 and held it in 5 quarters. The position peaked at $121K in Q1 2022. 258 funds tracked by Wall St. Rank hold MUFG as of Q2 2022.

Halbert Hargrove Global Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2022 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 19,519 Mitsubishi UFJ Financial shares in Q2 2022, an estimated $121K.
Halbert Hargrove Global Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 5 quarters.
Halbert Hargrove Global Advisors's Mitsubishi UFJ Financial position peaked at $121K in Q1 2022.
258 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2022.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.