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Schubert & Co’s Mizuho Financial MFG Stock Holding History

Schubert & Co’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-904
Closed -$2.55K – 914
2023
Q1 		$2.55K Buy
904
+1
+0.1% +$3 ﹤0.01% 789
2022
Q4 		$2.56K Sell
903
-625
-41% -$1.47K ﹤0.01% 740
2022
Q3 		$3K Buy
1,528
+206
+16% +$479 ﹤0.01% 638
2022
Q2 		$3K Buy
+1,322
New +$3.12K ﹤0.01% 618

Other funds holding MFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Schubert & Co's MFG Position: Q2 2023 in Review

Schubert & Co sold out of Mizuho Financial (MFG) in Q2 2023, closing a stake of 904 shares — an estimated $2.55K sold.

Schubert & Co first reported a position in MFG in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q3 2022. 164 funds tracked by Wall St. Rank hold MFG as of Q2 2023.

  • Schubert & Co reported no remaining Mizuho Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 904 Mizuho Financial shares in Q2 2023, an estimated $2.55K.
  • Schubert & Co first reported a position in Mizuho Financial in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's Mizuho Financial position peaked at $3K in Q3 2022.
  • 164 funds tracked by Wall St. Rank held Mizuho Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.