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Lake Street Advisors Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lake Street Advisors 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
2024
Q4 		$305K Sell
25,996
-150
-0.6% -$1.69K 0.01% 444
2024
Q3 		$266K Sell
26,146
-100
-0.4% -$1.06K 0.01% 486
2024
Q2 		$287K Sell
26,246
-1,213
-4% -$12.3K 0.01% 455
2024
Q1 		$281K Sell
27,459
-59
-0.2% -$571 0.01% 474
2023
Q4 		$237K Hold
27,518
– – 0.01% 505
2023
Q3 		$234K Sell
27,518
-2,252
-8% -$18K 0.01% 238
2023
Q2 		$219K Buy
29,770
+219
+0.7% +$1.46K 0.01% 236
2023
Q1 		$189K Sell
29,551
-2,390
-7% -$16.7K 0.01% 227
2022
Q4 		$213K Sell
31,941
-199
-0.6% -$1.03K 0.01% 216
2022
Q3 		$145K Buy
32,140
+68
+0.2% +$354 0.01% 231
2022
Q2 		$171K Sell
32,072
-94
-0.3% -$541 0.01% 198
2022
Q1 		$199K Sell
32,166
-743
-2% -$4.62K 0.01% 198
2021
Q4 		$180K Buy
32,909
+607
+2% +$3.42K 0.01% 195
2021
Q3 		$192K Sell
32,302
-26,569
-45% -$148K 0.02% 154
2021
Q2 		$333K Sell
58,871
-3,652
-6% -$20.3K 0.02% 226
2021
Q1 		$336K Buy
62,523
+259
+0.4% +$1.34K 0.03% 212
2020
Q4 		$276K Buy
62,264
+7,574
+14% +$32.2K 0.02% 240
2020
Q3 		$219K Buy
54,690
+5,766
+12% +$23.3K 0.02% 249
2020
Q2 		$192K Sell
48,924
-25,847
-35% -$102K 0.02% 260
2020
Q1 		$274K Buy
74,771
+23,907
+47% +$114K 0.03% 190
2019
Q4 		$276K Buy
50,864
+2,388
+5% +$12.6K 0.03% 199
2019
Q3 		$246K Buy
48,476
+7,988
+20% +$39.2K 0.03% 185
2019
Q2 		$192K Sell
40,488
-1,407
-3% -$6.75K 0.02% 215
2019
Q1 		$207K Buy
41,895
+4,205
+11% +$21.9K 0.02% 213
2018
Q4 		$184K Sell
37,690
-2,150
-5% -$12.2K 0.02% 188
2018
Q3 		$247K Sell
39,840
-2,864
-7% -$17.3K 0.03% 166
2018
Q2 		$241K Sell
42,704
-1,704
-4% -$10.8K 0.02% 273
2018
Q1 		$295K Sell
44,408
-454
-1% -$3.31K 0.03% 204
2017
Q4 		$326K Buy
+44,862
New +$306K 0.04% 203

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Lake Street Advisors Group's MUFG Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.57% in Q4 2024, selling an estimated $1.69K and leaving 25,996 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #444.

Lake Street Advisors Group first reported a position in MUFG in Q4 2017 and has held it in 29 quarters since. The position peaked at $336K in Q1 2021. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

  • Lake Street Advisors Group held 25,996 shares of Mitsubishi UFJ Financial worth $305K as of Q4 2024.
  • Lake Street Advisors Group sold 150 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $1.69K.
  • Mitsubishi UFJ Financial made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #444 holding.
  • Lake Street Advisors Group first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's Mitsubishi UFJ Financial position peaked at $336K in Q1 2021.
  • 437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.