Lenox Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lenox Wealth Management’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
2020 Q2	$18K	Buy	4,738 +1,875	+65%	+$7.42K	0.01%	361
2020 Q1	$10K	Buy	2,863 +713	+33%	+$3.4K	﹤0.01%	390
2019 Q4	$12K	Sell	2,150 -76	-3%	-$401	﹤0.01%	420
2019 Q3	$11K	Buy	2,226 +1,624	+270%	+$7.96K	﹤0.01%	435
2019 Q2	$2K	Sell	602 -369	-38%	-$1.77K	﹤0.01%	602
2019 Q1	$5K	Hold	971	–	–	﹤0.01%	522
2018 Q4	$5K	Sell	971 -1,317	-58%	-$7.45K	﹤0.01%	468
2018 Q3	$14K	Buy	2,288 +2,082	+1,011%	+$12.6K	﹤0.01%	370
2018 Q2	$1K	Buy	+206	New	+$1.3K	﹤0.01%	542

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Lenox Wealth Management's MUFG Position: Q2 2020 in Review

Lenox Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 65% in Q2 2020, buying an estimated $7.42K and bringing the position to 4,738 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #361.

Lenox Wealth Management first reported a position in MUFG in Q2 2018 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold MUFG as of Q2 2020.

Lenox Wealth Management held 4,738 shares of Mitsubishi UFJ Financial worth $18K as of Q2 2020.
Lenox Wealth Management bought 1,875 Mitsubishi UFJ Financial shares in Q2 2020, an estimated $7.42K.
Mitsubishi UFJ Financial made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #361 holding.
Lenox Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2018 and has held it in 9 quarters since.
184 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.