Pasadena Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Pasadena Private Wealth’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
2022 Q3	–	Sell	-29,908	Closed	-$160K	–	108
2022 Q2	$160K	Buy	29,908 +1,828	+7%	+$10.5K	0.05%	79
2022 Q1	$174K	Sell	28,080 -10,147	-27%	-$63K	0.06%	90
2021 Q4	$209K	Sell	38,227 -618	-2%	-$3.48K	0.07%	102
2021 Q3	$230K	Buy	38,845 +733	+2%	+$4.07K	0.08%	72
2021 Q2	$207K	Buy	38,112 +5,264	+16%	+$29.3K	0.07%	75
2021 Q1	$177K	Sell	32,848 -9,460	-22%	-$48.8K	0.06%	75
2020 Q4	$187K	Buy	+42,308	New	+$180K	0.07%	71

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pasadena Private Wealth's MUFG Position: Q3 2022 in Review

Pasadena Private Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2022, closing a stake of 29,908 shares — an estimated $160K sold.

Pasadena Private Wealth first reported a position in MUFG in Q4 2020 and held it in 7 quarters. The position peaked at $230K in Q3 2021. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

Pasadena Private Wealth reported no remaining Mitsubishi UFJ Financial position as of Q3 2022 after selling out during the quarter.
Pasadena Private Wealth sold 29,908 Mitsubishi UFJ Financial shares in Q3 2022, an estimated $160K.
Pasadena Private Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 7 quarters.
Pasadena Private Wealth's Mitsubishi UFJ Financial position peaked at $230K in Q3 2021.
250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on Pasadena Private Wealth's 13F filing for Q3 2022, filed 18 Nov 2022.