Next Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Next Financial Group’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	$4K	Buy	+760	New	+$4.28K	﹤0.01%	2479
2021 Q3	–	Sell	-349	Closed	-$2K	–	2790
2021 Q2	$2K	Buy	+349	New	+$1.94K	﹤0.01%	2428
2020 Q2	–	Sell	-331	Closed	-$1K	–	1407
2020 Q1	$1K	Buy	331 +6	+2%	+$29	﹤0.01%	2028
2019 Q4	$2K	Sell	325 -339	-51%	-$1.79K	﹤0.01%	2187
2019 Q3	$3K	Hold	664	–	–	﹤0.01%	2025
2019 Q2	$3K	Hold	664	–	–	﹤0.01%	2028
2019 Q1	$3K	Sell	664 -190	-22%	-$988	﹤0.01%	1391
2018 Q4	$4K	Buy	854 +329	+63%	+$1.86K	﹤0.01%	1609
2018 Q3	$3K	Buy	+525	New	+$3.17K	﹤0.01%	1259
2017 Q4	–	Sell	-2,830	Closed	-$18K	–	978
2017 Q3	$18K	Buy	2,830 +2,594	+1,099%	+$16.4K	0.01%	1011
2017 Q2	$2K	Hold	236	–	–	﹤0.01%	1741
2017 Q1	$1K	Sell	236 -325	-58%	-$2.13K	﹤0.01%	1807
2016 Q4	$3K	Hold	561	–	–	﹤0.01%	2090
2016 Q3	$3K	Buy	561 +325	+138%	+$1.64K	﹤0.01%	2078
2016 Q2	$1K	Hold	236	–	–	﹤0.01%	1675
2016 Q1	$1K	Hold	236	–	–	﹤0.01%	1649
2015 Q4	$1K	Hold	236	–	–	﹤0.01%	1699
2015 Q3	$1K	Buy	236 +30	+15%	+$203	﹤0.01%	1731
2015 Q2	$1K	Hold	206	–	–	﹤0.01%	1775
2015 Q1	$1K	Hold	206	–	–	﹤0.01%	1782
2014 Q4	$1K	Sell	206 -1,705	-89%	-$9.5K	﹤0.01%	1819
2014 Q3	$11K	Buy	+1,911	New	+$11.2K	﹤0.01%	1715

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Next Financial Group's MUFG Position: Q4 2021 in Review

Next Financial Group opened a new position in Mitsubishi UFJ Financial (MUFG) in Q4 2021: 760 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2479 among its holdings. This is a return to the name: Next Financial Group previously reported a position in MUFG as recently as Q2 2021.

Next Financial Group first reported a position in MUFG in Q3 2014 and has held it in 22 quarters since. The position peaked at $18K in Q3 2017. 235 funds tracked by Wall St. Rank hold MUFG as of Q4 2021.

Next Financial Group held 760 shares of Mitsubishi UFJ Financial worth $4K as of Q4 2021.
Mitsubishi UFJ Financial was a new Next Financial Group position in Q4 2021.
Mitsubishi UFJ Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2479 holding.
Next Financial Group first reported a position in Mitsubishi UFJ Financial in Q3 2014 and has held it in 22 quarters since.
Next Financial Group's Mitsubishi UFJ Financial position peaked at $18K in Q3 2017.
235 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.