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Raymond James Financial Services Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Raymond James Financial Services Advisors’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 		$221K Sell
21,730
-5,338
-20% -$56.4K ﹤0.01% 3132
2024
Q2 		$292K Sell
27,068
-10,762
-28% -$109K ﹤0.01% 2889
2024
Q1 		$387K Buy
37,830
+14,716
+64% +$142K ﹤0.01% 2700
2023
Q4 		$199K Buy
23,114
+5,882
+34% +$49.6K ﹤0.01% 2996
2023
Q3 		$146K Buy
17,232
+2,362
+16% +$18.8K ﹤0.01% 3007
2023
Q2 		$110K Sell
14,870
-4,301
-22% -$28.6K ﹤0.01% 3044
2023
Q1 		$123K Buy
19,171
+4,220
+28% +$29.5K ﹤0.01% 3024
2022
Q4 		$99.7K Sell
14,951
-1,857
-11% -$9.61K ﹤0.01% 3011
2022
Q3 		$76K Buy
+16,808
New +$87.5K ﹤0.01% 3039
2022
Q2 		– Sell
-12,571
Closed -$78K – 3363
2022
Q1 		$78K Buy
+12,571
New +$78.1K ﹤0.01% 3138
2020
Q1 		– Sell
-13,468
Closed -$73K – 2704
2019
Q4 		$73K Sell
13,468
-26,776
-67% -$141K ﹤0.01% 2737
2019
Q3 		$204K Buy
+40,244
New +$197K ﹤0.01% 2496

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 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

Raymond James Financial Services Advisors's MUFG Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 20% in Q3 2024, selling an estimated $56.4K and leaving 21,730 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

Raymond James Financial Services Advisors first reported a position in MUFG in Q3 2019 and has held it in 12 quarters since. The position peaked at $387K in Q1 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Raymond James Financial Services Advisors held 21,730 shares of Mitsubishi UFJ Financial worth $221K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,338 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $56.4K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3132 holding.
  • Raymond James Financial Services Advisors first reported a position in Mitsubishi UFJ Financial in Q3 2019 and has held it in 12 quarters since.
  • Raymond James Financial Services Advisors's Mitsubishi UFJ Financial position peaked at $387K in Q1 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.