Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Moelis & Co MC Stock Holding History

Mitsubishi UFJ Trust & Banking’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,415
Closed -$841K – 1091
2025
Q1 		$841K Buy
+14,415
New +$1.02M ﹤0.01% 893
2023
Q3 		– Sell
-495
Closed -$22.4K – 1173
2023
Q2 		$22.4K Sell
495
-6,069
-92% -$242K ﹤0.01% 1113
2023
Q1 		$252K Buy
6,564
+489
+8% +$21K ﹤0.01% 1019
2022
Q4 		$233K Buy
6,075
+5,492
+942% +$223K ﹤0.01% 1048
2022
Q3 		$20K Buy
+583
New +$24.4K ﹤0.01% 1164
2021
Q1 		– Sell
-727
Closed -$34K – 1322
2020
Q4 		$34K Sell
727
-3,600
-83% -$145K ﹤0.01% 1339
2020
Q3 		$152K Hold
4,327
– – ﹤0.01% 1227
2020
Q2 		$135K Hold
4,327
– – ﹤0.01% 1199
2020
Q1 		$122K Hold
4,327
– – ﹤0.01% 1204
2019
Q4 		$138K Buy
4,327
+3,300
+321% +$108K ﹤0.01% 1248
2019
Q3 		$34K Buy
+1,027
New +$34.8K ﹤0.01% 1307

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LCOV
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's MC Position: Q2 2025 in Review

Mitsubishi UFJ Trust & Banking sold out of Moelis & Co (MC) in Q2 2025, closing a stake of 14,415 shares — an estimated $841K sold.

Mitsubishi UFJ Trust & Banking first reported a position in MC in Q3 2019 and held it in 11 quarters. The position peaked at $841K in Q1 2025. 375 funds tracked by Wall St. Rank hold MC as of Q2 2025.

  • Mitsubishi UFJ Trust & Banking reported no remaining Moelis & Co position as of Q2 2025 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 14,415 Moelis & Co shares in Q2 2025, an estimated $841K.
  • Mitsubishi UFJ Trust & Banking first reported a position in Moelis & Co in Q3 2019 and held it in 11 quarters.
  • Mitsubishi UFJ Trust & Banking's Moelis & Co position peaked at $841K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2025.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2025, filed 8 Aug 2025.