Martin Capital Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Martin Capital 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
2023 Q1	–	Sell	-663,842	Closed	-$4.43M	–	73
2022 Q4	$4.43M	Buy	663,842 +18,890	+3%	+$97.8K	1.83%	31
2022 Q3	$2.9M	Buy	644,952 +11,188	+2%	+$58.2K	1.35%	38
2022 Q2	$3.38M	Buy	633,764 +12,994	+2%	+$74.9K	1.61%	38
2022 Q1	$3.84M	Buy	620,770 +41,925	+7%	+$260K	1.75%	32
2021 Q4	$3.16M	Sell	578,845 -381	-0.1%	-$2.15K	1.49%	37
2021 Q3	$3.44M	Buy	579,226 +1,579	+0.3%	+$8.77K	1.73%	31
2021 Q2	$3.13M	Buy	577,647 +5,880	+1%	+$32.7K	1.59%	35
2021 Q1	$3.08M	Sell	571,767 -2,125	-0.4%	-$11K	1.63%	33
2020 Q4	$2.54M	Buy	+573,892	New	+$2.44M	1.49%	36

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Martin Capital Partners's MUFG Position: Q1 2023 in Review

Martin Capital Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2023, closing a stake of 663,842 shares — an estimated $4.43M sold.

Martin Capital Partners first reported a position in MUFG in Q4 2020 and held it in 9 quarters. The position peaked at $4.43M in Q4 2022. 288 funds tracked by Wall St. Rank hold MUFG as of Q1 2023.

Martin Capital Partners reported no remaining Mitsubishi UFJ Financial position as of Q1 2023 after selling out during the quarter.
Martin Capital Partners sold 663,842 Mitsubishi UFJ Financial shares in Q1 2023, an estimated $4.43M.
Martin Capital Partners first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 9 quarters.
Martin Capital Partners's Mitsubishi UFJ Financial position peaked at $4.43M in Q4 2022.
288 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2023.

Based on Martin Capital Partners's 13F filing for Q1 2023, filed 5 Apr 2023.