Sugarloaf Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sugarloaf Wealth Management’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 Q4	–	Sell	-448	Closed	-$4.56K	–	703
2024 Q3	$4.56K	Hold	448	–	–	﹤0.01%	576
2024 Q2	$4.84K	Hold	448	–	–	﹤0.01%	532
2024 Q1	$4.58K	Hold	448	–	–	﹤0.01%	546
2023 Q4	$3.86K	Hold	448	–	–	﹤0.01%	563
2023 Q3	$3.8K	Hold	448	–	–	﹤0.01%	558
2023 Q2	$3.3K	Hold	448	–	–	﹤0.01%	581
2023 Q1	$2.86K	Hold	448	–	–	﹤0.01%	591
2022 Q4	$2.99K	Hold	448	–	–	﹤0.01%	635
2022 Q3	$3K	Hold	448	–	–	﹤0.01%	674
2022 Q2	$2K	Hold	448	–	–	﹤0.01%	703
2022 Q1	$3K	Hold	448	–	–	﹤0.01%	616
2021 Q4	$2K	Hold	448	–	–	﹤0.01%	674
2021 Q3	$3K	Hold	448	–	–	﹤0.01%	658
2021 Q2	$2K	Hold	448	–	–	﹤0.01%	682
2021 Q1	$2	Hold	448	–	–	﹤0.01%	680
2020 Q4	$2K	Hold	448	–	–	﹤0.01%	644
2020 Q3	$2K	Hold	448	–	–	﹤0.01%	616
2020 Q2	$2K	Hold	448	–	–	﹤0.01%	608
2020 Q1	$2K	Hold	448	–	–	﹤0.01%	602
2019 Q4	$2K	Buy	+448	New	+$2.36K	﹤0.01%	639

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Sugarloaf Wealth Management's MUFG Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2024, closing a stake of 448 shares — an estimated $4.56K sold.

Sugarloaf Wealth Management first reported a position in MUFG in Q4 2019 and held it in 20 quarters. The position peaked at $4.84K in Q2 2024. 437 funds tracked by Wall St. Rank hold MUFG as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 448 Mitsubishi UFJ Financial shares in Q4 2024, an estimated $4.56K.
Sugarloaf Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 20 quarters.
Sugarloaf Wealth Management's Mitsubishi UFJ Financial position peaked at $4.84K in Q2 2024.
437 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.