Wellington Management Group
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Wellington Management Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Wellington Management Group’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
Q3 		– Sell
-4,395,494
Closed -$32.4M – 1858
2023
Q2 		$32.4M Buy
4,395,494
+1,309,280
+42% +$8.72M 0.01% 823
2023
Q1 		$19.7M Buy
3,086,214
+1,473,452
+91% +$10.3M ﹤0.01% 945
2022
Q4 		$10.8M Buy
+1,612,762
New +$8.35M ﹤0.01% 1067
2022
Q1 		– Sell
-397,513
Closed -$2.17M – 2179
2021
Q4 		$2.17M Sell
397,513
-1,458,134
-79% -$8.21M ﹤0.01% 1646
2021
Q3 		$11M Buy
+1,855,647
New +$10.3M ﹤0.01% 1251
2019
Q4 		– Sell
-731,286
Closed -$3.71M – 2074
2019
Q3 		$3.71M Sell
731,286
-574,994
-44% -$2.82M ﹤0.01% 1422
2019
Q2 		$6.21M Buy
1,306,280
+10,394
+0.8% +$49.9K ﹤0.01% 1325
2019
Q1 		$6.42M Buy
+1,295,886
New +$6.74M ﹤0.01% 1318
2018
Q4 		– Sell
-768,959
Closed -$4.76M – 2147
2018
Q3 		$4.76M Buy
768,959
+5,109
+0.7% +$30.8K ﹤0.01% 1491
2018
Q2 		$4.32M Sell
763,850
-104,360
-12% -$661K ﹤0.01% 1532
2018
Q1 		$5.76M Buy
+868,210
New +$6.32M ﹤0.01% 1439
2017
Q4 		– Sell
-1,423,264
Closed -$9.17M – 2271
2017
Q3 		$9.17M Buy
+1,423,264
New +$8.99M ﹤0.01% 1290

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

Wellington Management Group's MUFG Position: Q3 2023 in Review

Wellington Management Group sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2023, closing a stake of 4,395,494 shares — an estimated $32.4M sold.

Wellington Management Group first reported a position in MUFG in Q3 2017 and held it in 12 quarters. The position peaked at $32.4M in Q2 2023. 328 funds tracked by Wall St. Rank hold MUFG as of Q3 2023.

  • Wellington Management Group reported no remaining Mitsubishi UFJ Financial position as of Q3 2023 after selling out during the quarter.
  • Wellington Management Group sold 4,395,494 Mitsubishi UFJ Financial shares in Q3 2023, an estimated $32.4M.
  • Wellington Management Group first reported a position in Mitsubishi UFJ Financial in Q3 2017 and held it in 12 quarters.
  • Wellington Management Group's Mitsubishi UFJ Financial position peaked at $32.4M in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2023.

Based on Wellington Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.