Philadelphia Financial Management of San Francisco’s Mitsubishi UFJ Financial MUFG Stock Holding History

Philadelphia Financial Management of San Francisco’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 Q4	–	Sell	-672,075	Closed	-$6.84M	–	52
2024 Q3	$6.84M	Sell	672,075 -382,409	-36%	-$4.04M	1.09%	31
2024 Q2	$11.4M	Sell	1,054,484 -661,709	-39%	-$6.71M	2%	20
2024 Q1	$17.6M	Sell	1,716,193 -160,886	-9%	-$1.56M	3%	8
2023 Q4	$16.2M	Buy	1,877,079 +135,575	+8%	+$1.14M	2.86%	11
2023 Q3	$14.8M	Buy	+1,741,504	New	+$13.9M	3.76%	10
2017 Q2	–	Sell	-2,953,612	Closed	-$18.7M	–	47
2017 Q1	$18.7M	Buy	2,953,612 +146,185	+5%	+$956K	4.24%	5
2016 Q4	$17.3M	Buy	+2,807,427	New	+$16M	3.91%	8

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's MUFG Position: Q4 2024 in Review

Philadelphia Financial Management of San Francisco sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2024, closing a stake of 672,075 shares — an estimated $6.84M sold.

Philadelphia Financial Management of San Francisco first reported a position in MUFG in Q4 2016 and held it in 7 quarters. The position peaked at $18.7M in Q1 2017. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

Philadelphia Financial Management of San Francisco reported no remaining Mitsubishi UFJ Financial position as of Q4 2024 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 672,075 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $6.84M.
Philadelphia Financial Management of San Francisco first reported a position in Mitsubishi UFJ Financial in Q4 2016 and held it in 7 quarters.
Philadelphia Financial Management of San Francisco's Mitsubishi UFJ Financial position peaked at $18.7M in Q1 2017.
437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q4 2024, filed 14 Feb 2025.