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Sageworth Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sageworth 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
2023
Q2 		– Sell
-1,897
Closed -$12.1K – 303
2023
Q1 		$12.1K Buy
+1,897
New +$13.3K ﹤0.01% 264

Other funds holding MUFG

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sageworth Trust's MUFG Position: Q2 2023 in Review

Sageworth Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 1,897 shares — an estimated $12.1K sold.

Sageworth Trust first reported a position in MUFG in Q1 2023 and held it in 1 quarter. The position peaked at $12.1K in Q1 2023. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

  • Sageworth Trust reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 1,897 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $12.1K.
  • Sageworth Trust first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 1 quarter.
  • Sageworth Trust's Mitsubishi UFJ Financial position peaked at $12.1K in Q1 2023.
  • 305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.