The Family Firm’s Mitsubishi UFJ Financial MUFG Stock Holding History

The Family Firm’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 Q3	–	Sell	-4,907	Closed	-$53K	–	611
2024 Q2	$53K	Buy	+4,907	New	+$49.8K	0.01%	388

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

The Family Firm's MUFG Position: Q3 2024 in Review

The Family Firm sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 4,907 shares — an estimated $53K sold.

The Family Firm first reported a position in MUFG in Q2 2024 and held it in 1 quarter. The position peaked at $53K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

The Family Firm reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 4,907 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $53K.
The Family Firm first reported a position in Mitsubishi UFJ Financial in Q2 2024 and held it in 1 quarter.
The Family Firm's Mitsubishi UFJ Financial position peaked at $53K in Q2 2024.
418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.