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Stokes Family Office’s Mitsubishi UFJ Financial MUFG Stock Holding History

Stokes Family Office’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 		– Sell
-11,281
Closed -$95.8K – 295
2023
Q3 		$95.8K Buy
+11,281
New +$90K 0.01% 323

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Morgan Stanley
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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

Stokes Family Office's MUFG Position: Q4 2023 in Review

Stokes Family Office sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2023, closing a stake of 11,281 shares — an estimated $95.8K sold.

Stokes Family Office first reported a position in MUFG in Q3 2023 and held it in 1 quarter. The position peaked at $95.8K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • Stokes Family Office reported no remaining Mitsubishi UFJ Financial position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 11,281 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $95.8K.
  • Stokes Family Office first reported a position in Mitsubishi UFJ Financial in Q3 2023 and held it in 1 quarter.
  • Stokes Family Office's Mitsubishi UFJ Financial position peaked at $95.8K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.