LGL Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

LGL Partners’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
2022 Q4	–	Sell	-19,833	Closed	-$89K	–	132
2022 Q3	$89K	Buy	+19,833	New	+$103K	0.02%	147

Other funds holding MUFG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGL Partners's MUFG Position: Q4 2022 in Review

LGL Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2022, closing a stake of 19,833 shares — an estimated $89K sold.

LGL Partners first reported a position in MUFG in Q3 2022 and held it in 1 quarter. The position peaked at $89K in Q3 2022. 271 funds tracked by Wall St. Rank hold MUFG as of Q4 2022.

LGL Partners reported no remaining Mitsubishi UFJ Financial position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 19,833 Mitsubishi UFJ Financial shares in Q4 2022, an estimated $89K.
LGL Partners first reported a position in Mitsubishi UFJ Financial in Q3 2022 and held it in 1 quarter.
LGL Partners's Mitsubishi UFJ Financial position peaked at $89K in Q3 2022.
271 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.