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Simplicity Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Simplicity Solutions’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
Q4 		$512K Buy
59,497
+2,253
+4% +$19K 0.01% 659
2023
Q3 		$486K Sell
57,244
-135
-0.2% -$1.08K 0.02% 605
2023
Q2 		$423K Sell
57,379
-19,744
-26% -$131K 0.01% 713
2023
Q1 		$493K Buy
77,123
+2,940
+4% +$20.6K 0.01% 696
2022
Q4 		$495K Buy
74,183
+5,389
+8% +$27.9K 0.07% 343
2022
Q3 		$309K Buy
68,794
+37,966
+123% +$198K 0.04% 449
2022
Q2 		$165K Buy
30,828
+20,631
+202% +$119K 0.02% 596
2022
Q1 		$63K Buy
+10,197
New +$63.4K 0.01% 620
2020
Q1 		– Sell
-35,392
Closed -$192K – 843
2019
Q4 		$192K Sell
35,392
-3,584
-9% -$18.9K 0.01% 803
2019
Q3 		$198K Buy
38,976
+1,414
+4% +$6.93K 0.01% 688
2019
Q2 		$179K Buy
37,562
+19,356
+106% +$92.9K 0.01% 633
2019
Q1 		$90K Buy
+18,206
New +$94.7K 0.01% 729
2018
Q4 		– Sell
-35,329
Closed -$219K – 733
2018
Q3 		$219K Buy
35,329
+15,086
+75% +$91K 0.01% 499
2018
Q2 		$114K Buy
20,243
+8,537
+73% +$54K 0.01% 485
2018
Q1 		$78K Sell
11,706
-642
-5% -$4.68K 0.01% 360
2017
Q4 		$90K Buy
+12,348
New +$84.2K 0.01% 361
2017
Q3 		– Sell
-13,700
Closed -$92K – 323
2017
Q2 		$92K Buy
13,700
+3,616
+36% +$23K 0.01% 401
2017
Q1 		$64K Buy
+10,084
New +$66K 0.01% 394

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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

Simplicity Solutions's MUFG Position: Q4 2023 in Review

Simplicity Solutions increased its Mitsubishi UFJ Financial (MUFG) stake by 3.9% in Q4 2023, buying an estimated $19K and bringing the position to 59,497 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #659.

Simplicity Solutions first reported a position in MUFG in Q1 2017 and has held it in 18 quarters since. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • Simplicity Solutions held 59,497 shares of Mitsubishi UFJ Financial worth $512K as of Q4 2023.
  • Simplicity Solutions bought 2,253 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $19K.
  • Mitsubishi UFJ Financial made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #659 holding.
  • Simplicity Solutions first reported a position in Mitsubishi UFJ Financial in Q1 2017 and has held it in 18 quarters since.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.