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Johnson Financial Group Inc (Wisconsin)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q3 		– Sell
-378
Closed -$4.08K – 999
2024
Q2 		$4.08K Buy
378
+239
+172% +$2.42K ﹤0.01% 625
2024
Q1 		$1.42K Hold
139
– – ﹤0.01% 656
2023
Q4 		$1.2K Buy
+139
New +$1.17K ﹤0.01% 780
2017
Q2 		– Sell
-2,341
Closed -$15K – 616
2017
Q1 		$15K Sell
2,341
-444
-16% -$2.9K ﹤0.01% 551
2016
Q4 		$17K Sell
2,785
-580
-17% -$3.3K ﹤0.01% 537
2016
Q3 		$17K Sell
3,365
-3,190
-49% -$16.1K ﹤0.01% 519
2016
Q2 		$29K Buy
6,555
+1,095
+20% +$5.18K ﹤0.01% 513
2016
Q1 		$25K Sell
5,460
-1,445
-21% -$7.05K 0.01% 471
2015
Q4 		$43K Hold
6,905
– – 0.01% 398
2015
Q3 		$42K Hold
6,905
– – 0.01% 494
2015
Q2 		$50K Sell
6,905
-750
-10% -$5.34K 0.01% 490
2015
Q1 		$47K Sell
7,655
-2,035
-21% -$12.1K 0.01% 519
2014
Q4 		$54K Hold
9,690
– – 0.01% 481
2014
Q3 		$54K Buy
9,690
+2,445
+34% +$14.3K 0.01% 438
2014
Q2 		$45K Hold
7,245
– – 0.01% 471
2014
Q1 		$40K Buy
7,245
+6,645
+1,108% +$39.7K 0.01% 423
2013
Q4 		$4K Hold
600
– – ﹤0.01% 637
2013
Q3 		$4K Buy
+600
New +$3.82K ﹤0.01% 627

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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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MUFG Position: Q3 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 378 shares — an estimated $4.08K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in MUFG in Q3 2013 and held it in 18 quarters. The position peaked at $54K in Q4 2014. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 378 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $4.08K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Mitsubishi UFJ Financial in Q3 2013 and held it in 18 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Mitsubishi UFJ Financial position peaked at $54K in Q4 2014.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2024, filed 13 Nov 2024.