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Harbor Investment Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Harbor Investment Advisory’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
Q2 		– Sell
-54
Closed -$552 – 1390
2024
Q1 		$552 Buy
+54
New +$522 ﹤0.01% 1257
2020
Q1 		– Sell
-17
Closed – – 1128
2019
Q4 		$0 Buy
+17
New +$90 ﹤0.01% 932

Other funds holding MUFG

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GAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Harbor Investment Advisory's MUFG Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2024, closing a stake of 54 shares — an estimated $552 sold.

Harbor Investment Advisory first reported a position in MUFG in Q4 2019 and held it in 2 quarters. The position peaked at $552 in Q1 2024. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

  • Harbor Investment Advisory reported no remaining Mitsubishi UFJ Financial position as of Q2 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 54 Mitsubishi UFJ Financial shares in Q2 2024, an estimated $552.
  • Harbor Investment Advisory first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 2 quarters.
  • Harbor Investment Advisory's Mitsubishi UFJ Financial position peaked at $552 in Q1 2024.
  • 406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.