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

Liberty 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
2021
Q4 		– Sell
-1,054
Closed -$6K – 757
2021
Q3 		$6K Buy
1,054
+529
+101% +$2.94K ﹤0.01% 920
2021
Q2 		$3K Buy
+525
New +$2.92K ﹤0.01% 872
2021
Q1 		– Sell
-400
Closed -$1K – 1008
2020
Q4 		$1K Buy
400
+151
+61% +$642 ﹤0.01% 885
2020
Q3 		$1K Hold
249
– – ﹤0.01% 820
2020
Q2 		$1K Sell
249
-704
-74% -$2.79K ﹤0.01% 803
2020
Q1 		$3K Sell
953
-808
-46% -$3.85K ﹤0.01% 682
2019
Q4 		$10K Sell
1,761
-106
-6% -$559 0.01% 541
2019
Q3 		$9K Buy
1,867
+576
+45% +$2.82K 0.01% 540
2019
Q2 		$6K Buy
1,291
+1
+0.1% +$5 0.01% 633
2019
Q1 		$6K Buy
1,290
+1,156
+863% +$6.01K ﹤0.01% 518
2018
Q4 		$0 Buy
+134
New +$758 ﹤0.01% 784

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

Liberty Wealth Management's MUFG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2021, closing a stake of 1,054 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in MUFG in Q4 2018 and held it in 11 quarters. The position peaked at $10K in Q4 2019. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,054 Mitsubishi UFJ Financial shares in Q4 2021, an estimated $6K.
  • Liberty Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Mitsubishi UFJ Financial position peaked at $10K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.