Pathstone Family Office’s Mitsubishi UFJ Financial MUFG Stock Holding History

Pathstone Family Office’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
2023 Q3	$311K	Buy	36,654 +8,510	+30%	+$67.9K	﹤0.01%	1293
2023 Q2	$209K	Buy	28,144 +10,615	+61%	+$70.7K	﹤0.01%	1124
2023 Q1	$112K	Sell	17,529 -104,323	-86%	-$730K	﹤0.01%	1126
2022 Q4	$527K	Buy	121,852 +46,384	+61%	+$240K	﹤0.01%	1067
2022 Q3	$340K	Buy	75,468 +64,425	+583%	+$335K	﹤0.01%	1192
2022 Q2	$60.1K	Buy	+11,043	New	+$63.6K	﹤0.01%	1016
2022 Q1	–	Sell	-10,047	Closed	-$56K	–	1011
2021 Q4	$56K	Buy	+10,047	New	+$56.6K	﹤0.01%	874
2019 Q2	–	Sell	-543	Closed	-$3K	–	807
2019 Q1	$3K	Buy	+543	New	+$2.82K	﹤0.01%	698
2018 Q2	–	Sell	-605	Closed	-$4K	–	266
2018 Q1	$4K	Buy	+605	New	+$4.41K	﹤0.01%	296

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pathstone Family Office's MUFG Position: Q3 2023 in Review

Pathstone Family Office increased its Mitsubishi UFJ Financial (MUFG) stake by 30% in Q3 2023, buying an estimated $67.9K and bringing the position to 36,654 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Pathstone Family Office first reported a position in MUFG in Q1 2018 and has held it in 9 quarters since. The position peaked at $527K in Q4 2022. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

Pathstone Family Office held 36,654 shares of Mitsubishi UFJ Financial worth $311K as of Q3 2023.
Pathstone Family Office bought 8,510 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $67.9K.
Mitsubishi UFJ Financial made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1293 holding.
Pathstone Family Office first reported a position in Mitsubishi UFJ Financial in Q1 2018 and has held it in 9 quarters since.
Pathstone Family Office's Mitsubishi UFJ Financial position peaked at $527K in Q4 2022.
328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.