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Telemus Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Telemus Capital’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 		$851K Sell
98,856
-8,720
-8% -$73.6K 0.07% 177
2023
Q3 		$913K Sell
107,576
-1,403
-1% -$11.2K 0.08% 166
2023
Q2 		$803K Sell
108,979
-8,916
-8% -$59.4K 0.07% 180
2023
Q1 		$753K Buy
117,895
+7,407
+7% +$51.8K 0.07% 184
2022
Q4 		$767K Buy
110,488
+7,680
+7% +$39.7K 0.07% 194
2022
Q3 		$463K Buy
102,808
+2,784
+3% +$14.5K 0.05% 209
2022
Q2 		$534K Buy
100,024
+5,058
+5% +$29.1K 0.05% 235
2022
Q1 		$588K Buy
94,966
+5,869
+7% +$36.5K 0.05% 214
2021
Q4 		$486K Buy
89,097
+6,102
+7% +$34.4K 0.04% 246
2021
Q3 		$492K Buy
82,995
+11,944
+17% +$66.3K 0.04% 241
2021
Q2 		$385K Buy
71,051
+3,973
+6% +$22.1K 0.03% 266
2021
Q1 		$372K Buy
67,078
+5,681
+9% +$29.3K 0.03% 304
2020
Q4 		$272K Buy
61,397
+12,550
+26% +$53.3K 0.02% 328
2020
Q3 		$197K Sell
48,847
-1,399
-3% -$5.65K 0.01% 412
2020
Q2 		$196K Buy
50,246
+2,726
+6% +$10.8K 0.02% 384
2020
Q1 		$198K Buy
47,520
+29,251
+160% +$139K 0.02% 356
2019
Q4 		$99K Sell
18,269
-5
-0% -$26 0.01% 377
2019
Q3 		$93K Buy
18,274
+2,289
+14% +$11.2K 0.01% 385
2019
Q2 		$76K Buy
+15,985
New +$76.7K 0.01% 365
2013
Q4 		– Sell
-19,417
Closed -$124K – 143
2013
Q3 		$124K Buy
+19,417
New +$124K 0.04% 164

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

Telemus Capital's MUFG Position: Q4 2023 in Review

Telemus Capital reduced its Mitsubishi UFJ Financial (MUFG) stake by 8.1% in Q4 2023, selling an estimated $73.6K and leaving 98,856 shares worth $851K. The position accounts for 0.07% of the portfolio, ranked #177.

Telemus Capital first reported a position in MUFG in Q3 2013 and has held it in 20 quarters since. The position peaked at $913K in Q3 2023. 360 funds tracked by Wall St. Rank hold MUFG as of Q4 2023.

  • Telemus Capital held 98,856 shares of Mitsubishi UFJ Financial worth $851K as of Q4 2023.
  • Telemus Capital sold 8,720 Mitsubishi UFJ Financial shares in Q4 2023, an estimated $73.6K.
  • Mitsubishi UFJ Financial made up 0.07% of Telemus Capital's portfolio in Q4 2023, its #177 holding.
  • Telemus Capital first reported a position in Mitsubishi UFJ Financial in Q3 2013 and has held it in 20 quarters since.
  • Telemus Capital's Mitsubishi UFJ Financial position peaked at $913K in Q3 2023.
  • 360 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.