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Van Hulzen Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-297
Closed -$3.48K – 808
2024
Q4 		$3.48K Buy
+297
New +$3.34K ﹤0.01% 867

Other funds holding MUFG

Fisher Asset Management
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Van Hulzen Asset Management's MUFG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 297 shares — an estimated $3.48K sold.

Van Hulzen Asset Management first reported a position in MUFG in Q4 2024 and held it in 1 quarter. The position peaked at $3.48K in Q4 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 297 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $3.48K.
  • Van Hulzen Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Mitsubishi UFJ Financial position peaked at $3.48K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.