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Tortoise Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Tortoise Investment 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
Q3 		– Sell
-222
Closed -$2.4K – 906
2024
Q2 		$2.4K Hold
222
– – ﹤0.01% 763
2024
Q1 		$2.27K Buy
222
+4
+2% +$39 ﹤0.01% 762
2023
Q4 		$1.88K Hold
218
– – ﹤0.01% 709
2023
Q3 		$1.85K Hold
218
– – ﹤0.01% 706
2023
Q2 		$1.61K Hold
218
– – ﹤0.01% 714
2023
Q1 		$1.39K Hold
218
– – ﹤0.01% 714
2022
Q4 		$1.45K Hold
218
– – ﹤0.01% 713
2022
Q3 		$1K Sell
218
-247
-53% -$1.29K ﹤0.01% 730
2022
Q2 		$2K Buy
+465
New +$2.68K ﹤0.01% 686

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tortoise Investment Management's MUFG Position: Q3 2024 in Review

Tortoise Investment Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2024, closing a stake of 222 shares — an estimated $2.4K sold.

Tortoise Investment Management first reported a position in MUFG in Q2 2022 and held it in 9 quarters. The position peaked at $2.4K in Q2 2024. 418 funds tracked by Wall St. Rank hold MUFG as of Q3 2024.

  • Tortoise Investment Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 222 Mitsubishi UFJ Financial shares in Q3 2024, an estimated $2.4K.
  • Tortoise Investment Management first reported a position in Mitsubishi UFJ Financial in Q2 2022 and held it in 9 quarters.
  • Tortoise Investment Management's Mitsubishi UFJ Financial position peaked at $2.4K in Q2 2024.
  • 418 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2024.

Based on Tortoise Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.