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Psagot Value Holdings’s Mitsubishi UFJ Financial MUFG Stock Holding History

Psagot Value Holdings’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
Q1 		– Sell
-25,000
Closed -$215K – 374
2023
Q4 		$215K Hold
25,000
– – 0.09% 156
2023
Q3 		$218K Buy
25,000
+8,000
+47% +$63.8K 0.11% 143
2023
Q2 		$126K Buy
17,000
+5,000
+42% +$33.3K 0.06% 206
2023
Q1 		$74K Buy
+12,000
New +$84K 0.03% 234

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Psagot Value Holdings's MUFG Position: Q1 2024 in Review

Psagot Value Holdings sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2024, closing a stake of 25,000 shares — an estimated $215K sold.

Psagot Value Holdings first reported a position in MUFG in Q1 2023 and held it in 4 quarters. The position peaked at $218K in Q3 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

  • Psagot Value Holdings reported no remaining Mitsubishi UFJ Financial position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 25,000 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $215K.
  • Psagot Value Holdings first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's Mitsubishi UFJ Financial position peaked at $218K in Q3 2023.
  • 382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.