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ORG Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

ORG 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
2024
Q3 		– Sell
-484
Closed -$5.27K – 1294
2024
Q2 		$5.27K Sell
484
-77
-14% -$781 ﹤0.01% 1380
2024
Q1 		$5.6K Buy
+561
New +$5.43K 0.01% 331
2023
Q4 		– Sell
-230
Closed -$1.95K – 1269
2023
Q3 		$1.95K Sell
230
-331
-59% -$2.64K ﹤0.01% 1076
2023
Q2 		$4K Buy
+561
New +$3.73K ﹤0.01% 1103

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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

ORG Partners's MUFG Position: Q3 2024 in Review

ORG Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 484 shares — an estimated $5.27K sold.

ORG Partners first reported a position in MUFG in Q2 2023 and held it in 4 quarters. The position peaked at $5.6K in Q1 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • ORG Partners reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • ORG Partners sold 484 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $5.27K.
  • ORG Partners first reported a position in Mitsubishi UFJ Financial in Q2 2023 and held it in 4 quarters.
  • ORG Partners's Mitsubishi UFJ Financial position peaked at $5.6K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.