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RFP Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

RFP Financial Group’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
-2,226
Closed -$24K – 534
2024
Q2 		$24K Sell
2,226
-39
-2% -$396 0.01% 319
2024
Q1 		$23.2K Buy
2,265
+465
+26% +$4.5K 0.01% 296
2023
Q4 		$15.5K Buy
+1,800
New +$15.2K 0.01% 338

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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

RFP Financial Group's MUFG Position: Q3 2024 in Review

RFP Financial Group sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 2,226 shares — an estimated $24K sold.

RFP Financial Group first reported a position in MUFG in Q4 2023 and held it in 3 quarters. The position peaked at $24K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • RFP Financial Group reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 2,226 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $24K.
  • RFP Financial Group first reported a position in Mitsubishi UFJ Financial in Q4 2023 and held it in 3 quarters.
  • RFP Financial Group's Mitsubishi UFJ Financial position peaked at $24K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.