YIH
MUFG icon

Y-Intercept (HK)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Y-Intercept (HK)’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
2026
Q2 		$1.61M Buy
80,948
+22,580
+39% +$425K 0.03% 823
2026
Q1 		$991K Sell
58,368
-180,696
-76% -$3.22M 0.02% 1034
2025
Q4 		$3.79M Sell
239,064
-99,895
-29% -$1.54M 0.08% 323
2025
Q3 		$5.4M Buy
338,959
+159,386
+89% +$2.36M 0.13% 185
2025
Q2 		$2.46M Buy
179,573
+168,807
+1,568% +$2.18M 0.06% 507
2025
Q1 		$147K Buy
+10,766
New +$139K 0.01% 1085
2024
Q2 		– Sell
-89,054
Closed -$911K – 1732
2024
Q1 		$911K Sell
89,054
-55,935
-39% -$541K 0.07% 426
2023
Q4 		$1.25M Buy
144,989
+99,397
+218% +$838K 0.12% 245
2023
Q3 		$387K Sell
45,592
-90,868
-67% -$725K 0.04% 663
2023
Q2 		$1.01M Buy
136,460
+3,880
+3% +$25.8K 0.11% 299
2023
Q1 		$847K Buy
132,580
+86,623
+188% +$606K 0.1% 300
2022
Q4 		$307K Buy
+45,957
New +$238K 0.05% 648
2022
Q1 		– Sell
-33,687
Closed -$184K – 869
2021
Q4 		$184K Sell
33,687
-17,460
-34% -$98.3K 0.04% 521
2021
Q3 		$303K Buy
51,147
+22,756
+80% +$126K 0.06% 460
2021
Q2 		$154K Buy
28,391
+12,305
+76% +$68.4K 0.04% 549
2021
Q1 		$89K Buy
+16,086
New +$83K 0.02% 584

Other funds holding MUFG

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return