Janiczek Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Janiczek Wealth Management’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	$2.64K	Hold	244	–	–	﹤0.01%	821
2024 Q1	$2.5K	Hold	244	–	–	﹤0.01%	845
2023 Q4	$2.1K	Hold	244	–	–	﹤0.01%	851
2023 Q3	$2.07K	Hold	244	–	–	﹤0.01%	830
2023 Q2	$1.8K	Hold	244	–	–	﹤0.01%	778
2023 Q1	$1.59K	Hold	244	–	–	﹤0.01%	790
2022 Q4	$1.8K	Hold	244	–	–	﹤0.01%	788
2022 Q3	$1K	Sell	244 -724	-75%	-$3.77K	﹤0.01%	854
2022 Q2	$5K	Sell	968 -1,804	-65%	-$10.4K	﹤0.01%	669
2022 Q1	$17K	Hold	2,772	–	–	﹤0.01%	485
2021 Q4	$15K	Hold	2,772	–	–	﹤0.01%	524
2021 Q3	$16K	Buy	2,772 +440	+19%	+$2.44K	0.01%	494
2021 Q2	$13K	Buy	2,332 +505	+28%	+$2.81K	﹤0.01%	518
2021 Q1	$10K	Hold	1,827	–	–	﹤0.01%	531
2020 Q4	$8K	Buy	1,827 +1,348	+281%	+$5.73K	﹤0.01%	508
2020 Q3	$2K	Buy	+479	New	+$1.93K	﹤0.01%	515

Other funds holding MUFG

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Janiczek Wealth Management's MUFG Position: Q2 2024 in Review

Janiczek Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2024 at 244 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Janiczek Wealth Management first reported a position in MUFG in Q3 2020 and has held it in 16 quarters since. The position peaked at $17K in Q1 2022. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

Janiczek Wealth Management held 244 shares of Mitsubishi UFJ Financial worth $2.64K as of Q2 2024.
Janiczek Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q2 2024.
Mitsubishi UFJ Financial made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #821 holding.
Janiczek Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Mitsubishi UFJ Financial position peaked at $17K in Q1 2022.
406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.