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Herr Investment Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Herr Investment Group’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 		$15.2M Hold
1,410,464
– – 1.02% 12
2024
Q1 		$14.4M Buy
1,410,464
+393,000
+39% +$3.8M 3.77% 8
2023
Q4 		$8.76M Sell
1,017,464
-163,886
-14% -$1.38M 0.51% 33
2023
Q3 		$10M Sell
1,181,350
-2,574
-0.2% -$20.5K 0.77% 20
2023
Q2 		$8.73M Sell
1,183,924
-366,507
-24% -$2.44M 0.65% 23
2023
Q1 		$9.91M Buy
+1,550,431
New +$10.8M 0.71% 26

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
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

Herr Investment Group's MUFG Position: Q2 2024 in Review

Herr Investment Group held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2024 at 1,410,464 shares worth $15.2M. The position accounts for 1.02% of the portfolio, ranked #12.

Herr Investment Group first reported a position in MUFG in Q1 2023 and has held it in 6 quarters since. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

  • Herr Investment Group held 1,410,464 shares of Mitsubishi UFJ Financial worth $15.2M as of Q2 2024.
  • Herr Investment Group left its Mitsubishi UFJ Financial share count unchanged in Q2 2024.
  • Mitsubishi UFJ Financial made up 1.02% of Herr Investment Group's portfolio in Q2 2024, its #12 holding.
  • Herr Investment Group first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 6 quarters since.
  • 406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on Herr Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.