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Phoenix Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History

Phoenix Financial’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
-13,863
Closed -$146K – 397
2024
Q2 		$146K Sell
13,863
-20,037
-59% -$203K ﹤0.01% 330
2024
Q1 		$346K Buy
+33,900
New +$328K ﹤0.01% 309

Other funds holding MUFG

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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

Phoenix Financial's MUFG Position: Q3 2024 in Review

Phoenix Financial sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 13,863 shares — an estimated $146K sold.

Phoenix Financial first reported a position in MUFG in Q1 2024 and held it in 2 quarters. The position peaked at $346K in Q1 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Phoenix Financial reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • Phoenix Financial sold 13,863 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $146K.
  • Phoenix Financial first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 2 quarters.
  • Phoenix Financial's Mitsubishi UFJ Financial position peaked at $346K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Phoenix Financial's 13F filing for Q3 2024, filed 5 Nov 2024.