AG
AIFU

Aperio Group’s AIFU Inc AIFU Stock Holding History

Aperio Group’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-68
Closed -$455K – 2450
2020
Q3 		$455K Buy
68
+8
+13% +$65.1K ﹤0.01% 1860
2020
Q2 		$483K Buy
60
+18
+43% +$142K ﹤0.01% 1794
2020
Q1 		$340K Buy
+42
New +$376K ﹤0.01% 1842
2019
Q4 		– Sell
-43
Closed -$456K – 2344
2019
Q3 		$456K Buy
43
+36
+514% +$437K ﹤0.01% 1807
2019
Q2 		$89K Buy
+7
New +$79.7K ﹤0.01% 2414
2016
Q1 		– Sell
-39
Closed -$143K – 2069
2015
Q4 		$143K Hold
39
– – ﹤0.01% 1877
2015
Q3 		$121K Sell
39
-1
-3% -$3.14K ﹤0.01% 1839
2015
Q2 		$141K Buy
40
+11
+38% +$41.8K ﹤0.01% 1923
2015
Q1 		$101K Buy
+29
New +$94.9K ﹤0.01% 1914
2014
Q4 		– Sell
-28
Closed -$62K – 1915
2014
Q3 		$62K Buy
+28
New +$73.5K ﹤0.01% 1714

Other funds holding AIFU

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Aperio Group's AIFU Position: Q4 2020 in Review

Aperio Group sold out of AIFU Inc (AIFU) in Q4 2020, closing a stake of 68 shares — an estimated $455K sold.

Aperio Group first reported a position in AIFU in Q3 2014 and held it in 10 quarters. The position peaked at $483K in Q2 2020. 43 funds tracked by Wall St. Rank hold AIFU as of Q4 2020.

  • Aperio Group reported no remaining AIFU Inc position as of Q4 2020 after selling out during the quarter.
  • Aperio Group sold 68 AIFU Inc shares in Q4 2020, an estimated $455K.
  • Aperio Group first reported a position in AIFU Inc in Q3 2014 and held it in 10 quarters.
  • Aperio Group's AIFU Inc position peaked at $483K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.