KIG
MUFG icon

Kowal Investment Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-1,401
Closed -$8K – 634
2021
Q3 		$8K Buy
+1,401
New +$7.78K ﹤0.01% 551

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kowal Investment Group's MUFG Position: Q4 2021 in Review

Kowal Investment Group sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 1,401 shares — an estimated $8K sold.

Kowal Investment Group first reported a position in MUFG in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • Kowal Investment Group reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,401 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $8K.
  • Kowal Investment Group first reported a position in Mitsubishi UFJ Financial in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Mitsubishi UFJ Financial position peaked at $8K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.