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InterOcean Capital Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

InterOcean Capital 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
Q1 		$130K Sell
12,715
-106
-0.8% -$1.03K ﹤0.01% 470
2023
Q4 		$110K Buy
12,821
+106
+0.8% +$894 ﹤0.01% 450
2023
Q3 		$108K Sell
12,715
-275
-2% -$2.19K ﹤0.01% 429
2023
Q2 		$95.7K Buy
+12,990
New +$86.5K ﹤0.01% 435

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

InterOcean Capital Group's MUFG Position: Q1 2024 in Review

InterOcean Capital Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.83% in Q1 2024, selling an estimated $1.03K and leaving 12,715 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

InterOcean Capital Group first reported a position in MUFG in Q2 2023 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

  • InterOcean Capital Group held 12,715 shares of Mitsubishi UFJ Financial worth $130K as of Q1 2024.
  • InterOcean Capital Group sold 106 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $1.03K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #470 holding.
  • InterOcean Capital Group first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.