Number of Shares
80,000.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
4.22%
Total Estimate Gain
$571,900.00
% of Total Estimate Gain
81.28%

WP Large Cap Income Plus Fund's Mitsubishi UFJ Financial Group Inc Holding Summary

As of 2025-02-28, WP Trust held 80,000.00 shares of Mitsubishi UFJ Financial Group Inc(MUFG), totaling $1.02 Mil. This investment constitutes 4.22% of their stock portfolio, and WP Trust now holds 0% of the outstanding Mitsubishi UFJ Financial Group Inc(MUFG) stock.

The initial trade took place in 2022Q1. And since then WP Large Cap Income Plus Fund has made 1 purchases of MUFG, at an average price of $6.40, for a total of 110,000.00 shares. In addition, there have been 1 sales at an average price of $6.01 for 30,000.00 shares. Based on historical transaction data and MUFG's current price of $13.69, WP Large Cap Income Plus Fund's estimated gain on his MUFG holdings is $571,900.00, reflecting a 81.28% gain to date.

WP Large Cap Income Plus Fund MUFG ($13.69) Holding Chart

WP Large Cap Income Plus Fund MUFG ($13.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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