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Schechter Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Schechter Investment 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
2025
Q1 		$1.09M Sell
80,105
-24,779
-24% -$319K 0.09% 218
2024
Q4 		$1.23M Sell
104,884
-5,067
-5% -$57K 0.09% 201
2024
Q3 		$1.12M Sell
109,951
-202
-0.2% -$2.13K 0.08% 230
2024
Q2 		$1.19M Sell
110,153
-17,739
-14% -$180K 0.09% 203
2024
Q1 		$1.31M Sell
127,892
-11,065
-8% -$107K 0.1% 192
2023
Q4 		$1.2M Sell
138,957
-14,218
-9% -$120K 0.1% 197
2023
Q3 		$1.3M Sell
153,175
-23,461
-13% -$187K 0.13% 175
2023
Q2 		$1.3M Sell
176,636
-9,103
-5% -$60.6K 0.12% 197
2023
Q1 		$1.19M Buy
185,739
+3,480
+2% +$24.4K 0.11% 214
2022
Q4 		$1.22M Sell
182,259
-20,722
-10% -$107K 0.11% 228
2022
Q3 		$914K Sell
202,981
-4,154
-2% -$21.6K 0.09% 311
2022
Q2 		$1.11M Sell
207,135
-9,311
-4% -$53.6K 0.11% 252
2022
Q1 		$1.34M Sell
216,446
-2,032
-0.9% -$12.6K 0.12% 206
2021
Q4 		$1.19M Buy
+218,478
New +$1.23M 0.11% 247

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Schechter Investment Advisors's MUFG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Mitsubishi UFJ Financial (MUFG) stake by 24% in Q1 2025, selling an estimated $319K and leaving 80,105 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #218.

Schechter Investment Advisors first reported a position in MUFG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.34M in Q1 2022. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Schechter Investment Advisors held 80,105 shares of Mitsubishi UFJ Financial worth $1.09M as of Q1 2025.
  • Schechter Investment Advisors sold 24,779 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $319K.
  • Mitsubishi UFJ Financial made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #218 holding.
  • Schechter Investment Advisors first reported a position in Mitsubishi UFJ Financial in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Mitsubishi UFJ Financial position peaked at $1.34M in Q1 2022.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.