Mitsubishi UFJ Trust & Banking’s WaFd WAFD Stock Holding History

Mitsubishi UFJ Trust & Banking’s Portfolio WAFD Stock Details WAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,599	Closed	-$861K	–	1195
2023 Q1	$861K	Sell	28,599 -3,379	-11%	-$114K	﹤0.01%	830
2022 Q4	$1.07M	Buy	31,978 +356	+1%	+$12.4K	﹤0.01%	818
2022 Q3	$948K	Buy	31,622 +5,410	+21%	+$175K	﹤0.01%	827
2022 Q2	$787K	Buy	26,212 +10,462	+66%	+$328K	﹤0.01%	848
2022 Q1	$517K	Hold	15,750	–	–	﹤0.01%	1040
2021 Q4	$526K	Buy	15,750 +3,185	+25%	+$110K	﹤0.01%	1073
2021 Q3	$431K	Hold	12,565	–	–	﹤0.01%	1125
2021 Q2	$402K	Sell	12,565 -752	-6%	-$24.5K	﹤0.01%	1147
2021 Q1	$343K	Buy	13,317 +417	+3%	+$12.5K	﹤0.01%	1121
2020 Q4	$332K	Hold	12,900	–	–	﹤0.01%	1187
2020 Q3	$269K	Hold	12,900	–	–	﹤0.01%	1138
2020 Q2	$346K	Sell	12,900 -600	-4%	-$15.5K	﹤0.01%	1080
2020 Q1	$350K	Hold	13,500	–	–	﹤0.01%	1013
2019 Q4	$495K	Sell	13,500 -900	-6%	-$33K	﹤0.01%	1057
2019 Q3	$533K	Buy	+14,400	New	+$514K	﹤0.01%	1028

Other funds holding WAFD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking's WAFD Position: Q2 2023 in Review

Mitsubishi UFJ Trust & Banking sold out of WaFd (WAFD) in Q2 2023, closing a stake of 28,599 shares — an estimated $861K sold.

Mitsubishi UFJ Trust & Banking first reported a position in WAFD in Q3 2019 and held it in 15 quarters. The position peaked at $1.07M in Q4 2022. 218 funds tracked by Wall St. Rank hold WAFD as of Q2 2023.

Mitsubishi UFJ Trust & Banking reported no remaining WaFd position as of Q2 2023 after selling out during the quarter.
Mitsubishi UFJ Trust & Banking sold 28,599 WaFd shares in Q2 2023, an estimated $861K.
Mitsubishi UFJ Trust & Banking first reported a position in WaFd in Q3 2019 and held it in 15 quarters.
Mitsubishi UFJ Trust & Banking's WaFd position peaked at $1.07M in Q4 2022.
218 funds tracked by Wall St. Rank held WaFd as of Q2 2023.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2023, filed 8 Aug 2023.