RJT
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Raymond James Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Raymond James Trust’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 		$315K Sell
30,896
-13,613
-31% -$144K 0.01% 1007
2024
Q2 		$481K Sell
44,509
-2,362
-5% -$24K 0.01% 741
2024
Q1 		$479K Buy
46,871
+2,422
+5% +$23.4K 0.01% 736
2023
Q4 		$383K Buy
44,449
+190
+0.4% +$1.6K 0.01% 810
2023
Q3 		$376K Buy
44,259
+823
+2% +$6.57K 0.01% 772
2023
Q2 		$321K Sell
43,436
-7,241
-14% -$48.2K 0.01% 858
2023
Q1 		$324K Sell
50,677
-879
-2% -$6.15K 0.01% 826
2022
Q4 		$344K Sell
51,556
-4,803
-9% -$24.9K 0.01% 774
2022
Q3 		$254K Sell
56,359
-1,931
-3% -$10.1K 0.01% 865
2022
Q2 		$311K Buy
58,290
+1,963
+3% +$11.3K 0.01% 792
2022
Q1 		$349K Buy
56,327
+382
+0.7% +$2.37K 0.01% 796
2021
Q4 		$306K Buy
55,945
+16,769
+43% +$94.4K 0.01% 894
2021
Q3 		$232K Sell
39,176
-80
-0.2% -$444 0.01% 984
2021
Q2 		$212K Buy
+39,256
New +$218K 0.01% 1033
2016
Q3 		– Sell
-19,810
Closed -$87K – 692
2016
Q2 		$87K Sell
19,810
-1,444
-7% -$6.83K 0.01% 659
2016
Q1 		$98K Sell
21,254
-25,152
-54% -$123K 0.01% 646
2015
Q4 		$289K Buy
46,406
+19,029
+70% +$123K 0.03% 466
2015
Q3 		$167K Sell
27,377
-3,695
-12% -$25K 0.02% 568
2015
Q2 		$224K Buy
31,072
+2,871
+10% +$20.4K 0.02% 536
2015
Q1 		$176K Buy
28,201
+301
+1% +$1.79K 0.02% 592
2014
Q4 		$154K Sell
27,900
-219
-0.8% -$1.22K 0.02% 594
2014
Q3 		$158K Sell
28,119
-471
-2% -$2.75K 0.02% 569
2014
Q2 		$176K Buy
+28,590
New +$162K 0.02% 565

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 $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

Raymond James Trust's MUFG Position: Q3 2024 in Review

Raymond James Trust reduced its Mitsubishi UFJ Financial (MUFG) stake by 31% in Q3 2024, selling an estimated $144K and leaving 30,896 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1007.

Raymond James Trust first reported a position in MUFG in Q2 2014 and has held it in 23 quarters since. The position peaked at $481K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Raymond James Trust held 30,896 shares of Mitsubishi UFJ Financial worth $315K as of Q3 2024.
  • Raymond James Trust sold 13,613 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $144K.
  • Mitsubishi UFJ Financial made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #1007 holding.
  • Raymond James Trust first reported a position in Mitsubishi UFJ Financial in Q2 2014 and has held it in 23 quarters since.
  • Raymond James Trust's Mitsubishi UFJ Financial position peaked at $481K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.