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Lee, Danner & Bass’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-1,854
Closed -$21.7K – 541
2024
Q4 		$21.7K Buy
+1,854
New +$20.8K ﹤0.01% 448

Other funds holding MUFG

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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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Lee, Danner & Bass's MUFG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 1,854 shares — an estimated $21.7K sold.

Lee, Danner & Bass first reported a position in MUFG in Q4 2024 and held it in 1 quarter. The position peaked at $21.7K in Q4 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 1,854 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $21.7K.
  • Lee, Danner & Bass first reported a position in Mitsubishi UFJ Financial in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Mitsubishi UFJ Financial position peaked at $21.7K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.