Patriot Financial Group Insurance Agency’s Mitsubishi UFJ Financial MUFG Stock Holding History

Patriot Financial Group Insurance Agency’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	-5,685	Closed	-$30K	–	1372
2022 Q2	$30K	Sell	5,685 -665	-10%	-$3.83K	0.01%	891
2022 Q1	$39K	Sell	6,350 -4	-0.1%	-$25	0.01%	854
2021 Q4	$35K	Sell	6,354 -176	-3%	-$991	0.01%	1003
2021 Q3	$39K	Buy	6,530 +841	+15%	+$4.67K	0.01%	954
2021 Q2	$31K	Hold	5,689	–	–	0.01%	1014
2021 Q1	$31K	Buy	5,689 +632	+12%	+$3.26K	0.01%	945
2020 Q4	$22K	Hold	5,057	–	–	0.01%	942
2020 Q3	$20K	Hold	5,057	–	–	0.01%	796
2020 Q2	$20K	Buy	5,057 +669	+15%	+$2.65K	0.01%	745
2020 Q1	$16K	Buy	+4,388	New	+$20.9K	0.01%	718

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $6.73T AUM 46.02% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's MUFG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2022, closing a stake of 5,685 shares — an estimated $30K sold.

Patriot Financial Group Insurance Agency first reported a position in MUFG in Q1 2020 and held it in 10 quarters. The position peaked at $39K in Q1 2022. 250 funds tracked by Wall St. Rank hold MUFG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Mitsubishi UFJ Financial position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,685 Mitsubishi UFJ Financial shares in Q3 2022, an estimated $30K.
Patriot Financial Group Insurance Agency first reported a position in Mitsubishi UFJ Financial in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Mitsubishi UFJ Financial position peaked at $39K in Q1 2022.
250 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.