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Kore Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kore Private Wealth’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
2021
Q2 		– Sell
-25,859
Closed -$139K – 431
2021
Q1 		$139K Buy
25,859
+8,563
+50% +$44.2K 0.02% 351
2020
Q4 		$77K Buy
+17,296
New +$73.5K 0.01% 329
2020
Q3 		– Sell
-4,235
Closed -$16K – 790
2020
Q2 		$16K Sell
4,235
-2,752
-39% -$10.9K ﹤0.01% 698
2020
Q1 		$26K Buy
+6,987
New +$33.3K 0.01% 547

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kore Private Wealth's MUFG Position: Q2 2021 in Review

Kore Private Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2021, closing a stake of 25,859 shares — an estimated $139K sold.

Kore Private Wealth first reported a position in MUFG in Q1 2020 and held it in 4 quarters. The position peaked at $139K in Q1 2021. 218 funds tracked by Wall St. Rank hold MUFG as of Q2 2021.

  • Kore Private Wealth reported no remaining Mitsubishi UFJ Financial position as of Q2 2021 after selling out during the quarter.
  • Kore Private Wealth sold 25,859 Mitsubishi UFJ Financial shares in Q2 2021, an estimated $139K.
  • Kore Private Wealth first reported a position in Mitsubishi UFJ Financial in Q1 2020 and held it in 4 quarters.
  • Kore Private Wealth's Mitsubishi UFJ Financial position peaked at $139K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2021.

Based on Kore Private Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.