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Smithfield Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Smithfield 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
2024
Q2 		– Sell
-301
Closed -$3K – 1054
2024
Q1 		$3K Buy
+301
New +$2.91K ﹤0.01% 979
2016
Q3 		– Sell
-12,217
Closed -$54K – 824
2016
Q2 		$54K Sell
12,217
-7,479
-38% -$35.4K 0.01% 480
2016
Q1 		$90K Sell
19,696
-245
-1% -$1.2K 0.02% 398
2015
Q4 		$124K Buy
19,941
+1,460
+8% +$9.43K 0.03% 346
2015
Q3 		$113K Buy
18,481
+10,733
+139% +$72.6K 0.02% 352
2015
Q2 		$56K Hold
7,748
– – 0.01% 498
2015
Q1 		$49K Sell
7,748
-600
-7% -$3.56K 0.01% 518
2014
Q4 		$46K Hold
8,348
– – 0.01% 523
2014
Q3 		$47K Sell
8,348
-28,366
-77% -$166K 0.01% 527
2014
Q2 		$225K Sell
36,714
-2,978
-8% -$16.8K 0.04% 300
2014
Q1 		$220K Sell
39,692
-3,107
-7% -$18.6K 0.04% 320
2013
Q4 		$285K Buy
42,799
+12,887
+43% +$82.6K 0.06% 262
2013
Q3 		$192K Buy
29,912
+8,750
+41% +$55.7K 0.04% 331
2013
Q2 		$132K Buy
+21,162
New +$136K 0.03% 374

Other funds holding MUFG

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $7.93B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Smithfield Trust's MUFG Position: Q2 2024 in Review

Smithfield Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2024, closing a stake of 301 shares — an estimated $3K sold.

Smithfield Trust first reported a position in MUFG in Q2 2013 and held it in 14 quarters. The position peaked at $285K in Q4 2013. 406 funds tracked by Wall St. Rank hold MUFG as of Q2 2024.

  • Smithfield Trust reported no remaining Mitsubishi UFJ Financial position as of Q2 2024 after selling out during the quarter.
  • Smithfield Trust sold 301 Mitsubishi UFJ Financial shares in Q2 2024, an estimated $3K.
  • Smithfield Trust first reported a position in Mitsubishi UFJ Financial in Q2 2013 and held it in 14 quarters.
  • Smithfield Trust's Mitsubishi UFJ Financial position peaked at $285K in Q4 2013.
  • 406 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2024.

Based on Smithfield Trust's 13F filing for Q2 2024, filed 31 Jul 2024.