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Schubert & Co’s Mitsubishi UFJ Financial MUFG Stock Holding History

Schubert & Co’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
-655
Closed -$4.19K – 968
2023
Q1 		$4.19K Buy
655
+562
+604% +$3.93K ﹤0.01% 532
2022
Q4 		$620 Sell
93
-126
-58% -$652 ﹤0.01% 1333
2022
Q3 		$1K Sell
219
-1,125
-84% -$5.86K ﹤0.01% 1175
2022
Q2 		$7K Buy
+1,344
New +$7.74K 0.01% 251

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

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

Schubert & Co sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2023, closing a stake of 655 shares — an estimated $4.19K sold.

Schubert & Co first reported a position in MUFG in Q2 2022 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 305 funds tracked by Wall St. Rank hold MUFG as of Q2 2023.

  • Schubert & Co reported no remaining Mitsubishi UFJ Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 655 Mitsubishi UFJ Financial shares in Q2 2023, an estimated $4.19K.
  • Schubert & Co first reported a position in Mitsubishi UFJ Financial in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's Mitsubishi UFJ Financial position peaked at $7K in Q2 2022.
  • 305 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2023.

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