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Knowledge Leaders Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Knowledge Leaders Capital’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
Q3 		– Sell
-19,042
Closed -$140K – 94
2023
Q2 		$140K Sell
19,042
-792
-4% -$5.27K 0.16% 74
2023
Q1 		$127K Sell
19,834
-48
-0.2% -$336 0.17% 64
2022
Q4 		$133K Buy
+19,882
New +$103K 0.18% 92

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Knowledge Leaders Capital's MUFG Position: Q3 2023 in Review

Knowledge Leaders Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2023, closing a stake of 19,042 shares — an estimated $140K sold.

Knowledge Leaders Capital first reported a position in MUFG in Q4 2022 and held it in 3 quarters. The position peaked at $140K in Q2 2023. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

  • Knowledge Leaders Capital reported no remaining Mitsubishi UFJ Financial position as of Q3 2023 after selling out during the quarter.
  • Knowledge Leaders Capital sold 19,042 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $140K.
  • Knowledge Leaders Capital first reported a position in Mitsubishi UFJ Financial in Q4 2022 and held it in 3 quarters.
  • Knowledge Leaders Capital's Mitsubishi UFJ Financial position peaked at $140K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Knowledge Leaders Capital's 13F filing for Q3 2023, filed 7 Nov 2023.