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IRON Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History

IRON Financial’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
2023
Q1 		– Sell
-10,241
Closed -$68.3K – 109
2022
Q4 		$68.3K Buy
10,241
+127
+1% +$657 0.04% 97
2022
Q3 		$46K Buy
10,114
+112
+1% +$583 0.03% 93
2022
Q2 		$53K Sell
10,002
-102
-1% -$588 0.03% 96
2022
Q1 		$63K Buy
+10,104
New +$62.8K 0.03% 110
2017
Q1 		– Sell
-15,456
Closed -$95K – 91
2016
Q4 		$95K Sell
15,456
-638
-4% -$3.63K 0.06% 72
2016
Q3 		$81K Hold
16,094
– – 0.1% 69
2016
Q2 		$71K Buy
16,094
+465
+3% +$2.2K 0.09% 66
2016
Q1 		$72K Buy
+15,629
New +$76.2K 0.07% 79
2015
Q4 		– Sell
-14,500
Closed -$88K – 99
2015
Q3 		$88K Sell
14,500
-750
-5% -$5.08K 0.06% 82
2015
Q2 		$110K Buy
15,250
+250
+2% +$1.78K 0.1% 69
2015
Q1 		$93K Sell
15,000
-1,240
-8% -$7.36K 0.07% 68
2014
Q4 		$89.8K Buy
16,240
+400
+3% +$2.23K 0.09% 79
2014
Q3 		$89K Hold
15,840
– – 0.11% 66
2014
Q2 		$97K Buy
+15,840
New +$89.6K 0.09% 77
2014
Q1 		– Sell
-14,240
Closed -$95K – 82
2013
Q4 		$95K Buy
+14,240
New +$91.3K 0.1% 39

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IRON Financial's MUFG Position: Q1 2023 in Review

IRON Financial sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2023, closing a stake of 10,241 shares — an estimated $68.3K sold.

IRON Financial first reported a position in MUFG in Q4 2013 and held it in 15 quarters. The position peaked at $110K in Q2 2015. 287 funds tracked by Wall St. Rank hold MUFG as of Q1 2023.

  • IRON Financial reported no remaining Mitsubishi UFJ Financial position as of Q1 2023 after selling out during the quarter.
  • IRON Financial sold 10,241 Mitsubishi UFJ Financial shares in Q1 2023, an estimated $68.3K.
  • IRON Financial first reported a position in Mitsubishi UFJ Financial in Q4 2013 and held it in 15 quarters.
  • IRON Financial's Mitsubishi UFJ Financial position peaked at $110K in Q2 2015.
  • 287 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2023.

Based on IRON Financial's 13F filing for Q1 2023, filed 26 Apr 2023.