Bank of New York Mellon
AIFU

Bank of New York Mellon’s AIFU Inc AIFU Stock Holding History

Bank of New York Mellon’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
2019
Q3 		– Sell
-20
Closed -$266K – 4265
2019
Q2 		$266K Sell
20
-3
-13% -$34.2K ﹤0.01% 3842
2019
Q1 		$246K Sell
23
-4
-15% -$39.5K ﹤0.01% 3816
2018
Q4 		$241K Buy
+27
New +$274K ﹤0.01% 3785

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 $303B AUM 53.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon's AIFU Position: Q3 2019 in Review

Bank of New York Mellon sold out of AIFU Inc (AIFU) in Q3 2019, closing a stake of 20 shares — an estimated $266K sold.

Bank of New York Mellon first reported a position in AIFU in Q4 2018 and held it in 3 quarters. The position peaked at $266K in Q2 2019. 47 funds tracked by Wall St. Rank hold AIFU as of Q3 2019.

  • Bank of New York Mellon reported no remaining AIFU Inc position as of Q3 2019 after selling out during the quarter.
  • Bank of New York Mellon sold 20 AIFU Inc shares in Q3 2019, an estimated $266K.
  • Bank of New York Mellon first reported a position in AIFU Inc in Q4 2018 and held it in 3 quarters.
  • Bank of New York Mellon's AIFU Inc position peaked at $266K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2019.

Based on Bank of New York Mellon's 13F filing for Q3 2019, filed 7 Nov 2019.