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Ridgewood Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ridgewood Investments’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
2023
Q3 		– Sell
-318
Closed -$2.34K – 545
2023
Q2 		$2.34K Hold
318
– – ﹤0.01% 686
2023
Q1 		$2.03K Buy
+318
New +$2.23K ﹤0.01% 689

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ridgewood Investments's MUFG Position: Q3 2023 in Review

Ridgewood Investments sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2023, closing a stake of 318 shares — an estimated $2.34K sold.

Ridgewood Investments first reported a position in MUFG in Q1 2023 and held it in 2 quarters. The position peaked at $2.34K in Q2 2023. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

  • Ridgewood Investments reported no remaining Mitsubishi UFJ Financial position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 318 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $2.34K.
  • Ridgewood Investments first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 2 quarters.
  • Ridgewood Investments's Mitsubishi UFJ Financial position peaked at $2.34K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.