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Lynx Investment Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-136
Closed -$1.47K – 532
2024
Q2 		$1.47K Buy
+136
New +$1.38K ﹤0.01% 601

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Goldman Sachs
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Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lynx Investment Advisory's MUFG Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 136 shares — an estimated $1.47K sold.

Lynx Investment Advisory first reported a position in MUFG in Q2 2024 and held it in 1 quarter. The position peaked at $1.47K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 136 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $1.47K.
  • Lynx Investment Advisory first reported a position in Mitsubishi UFJ Financial in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Mitsubishi UFJ Financial position peaked at $1.47K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.