WorthPointe’s Mitsubishi UFJ Financial MUFG Stock Holding History

WorthPointe’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 Q1	–	Sell	-10,062	Closed	-$86.6K	–	75
2023 Q4	$86.6K	Buy	+10,062	New	+$84.9K	0.04%	71

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

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

WorthPointe's MUFG Position: Q1 2024 in Review

WorthPointe sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2024, closing a stake of 10,062 shares — an estimated $86.6K sold.

WorthPointe first reported a position in MUFG in Q4 2023 and held it in 1 quarter. The position peaked at $86.6K in Q4 2023. 382 funds tracked by Wall St. Rank hold MUFG as of Q1 2024.

WorthPointe reported no remaining Mitsubishi UFJ Financial position as of Q1 2024 after selling out during the quarter.
WorthPointe sold 10,062 Mitsubishi UFJ Financial shares in Q1 2024, an estimated $86.6K.
WorthPointe first reported a position in Mitsubishi UFJ Financial in Q4 2023 and held it in 1 quarter.
WorthPointe's Mitsubishi UFJ Financial position peaked at $86.6K in Q4 2023.
382 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2024.

Based on WorthPointe's 13F filing for Q1 2024, filed 14 May 2024.