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Hazlett, Burt & Watson’s Mitsubishi UFJ Financial MUFG Stock Holding History

Hazlett, Burt & Watson’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
2025
Q2 		– Sell
-405
Closed -$6K – 841
2025
Q1 		$6K Hold
405
– – ﹤0.01% 638
2024
Q4 		$5K Buy
405
+5
+1% +$56 ﹤0.01% 622
2024
Q3 		$4K Buy
400
+3
+0.8% +$32 ﹤0.01% 625
2024
Q2 		$4K Hold
397
– – ﹤0.01% 611
2024
Q1 		$4K Hold
397
– – ﹤0.01% 602
2023
Q4 		$3K Buy
397
+5
+1% +$42 ﹤0.01% 599
2023
Q3 		$3K Buy
+392
New +$3.13K ﹤0.01% 617

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Hazlett, Burt & Watson's MUFG Position: Q2 2025 in Review

Hazlett, Burt & Watson sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 405 shares — an estimated $6K sold.

Hazlett, Burt & Watson first reported a position in MUFG in Q3 2023 and held it in 7 quarters. The position peaked at $6K in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Hazlett, Burt & Watson reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 405 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $6K.
  • Hazlett, Burt & Watson first reported a position in Mitsubishi UFJ Financial in Q3 2023 and held it in 7 quarters.
  • Hazlett, Burt & Watson's Mitsubishi UFJ Financial position peaked at $6K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2025, filed 25 Jul 2025.