Barclays
AIFU

Barclays’s AIFU Inc AIFU Stock Holding History

Barclays’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
2021
Q4 		– Sell
-4
Closed -$19K – 4816
2021
Q3 		$19K Buy
+4
New +$22.3K ﹤0.01% 4412
2021
Q2 		– Hold
0
– – – 4844
2021
Q1 		– Hold
0
– – – 4614
2020
Q1 		– Hold
0
– – – 6525
2019
Q4 		– Sell
-2
Closed -$20.6K – 6885
2019
Q3 		$26K Sell
2
-17
-89% -$206K ﹤0.01% 6152
2019
Q2 		$249K Sell
19
-30
-61% -$342K ﹤0.01% 4915
2019
Q1 		$511K Buy
+49
New +$484K ﹤0.01% 4098
2018
Q4 		– Sell
-3
Closed -$27K – 7408
2018
Q3 		$27K Sell
3
-6
-67% -$66.2K ﹤0.01% 6365
2018
Q2 		$104K Buy
+9
New +$105K ﹤0.01% 5216
2018
Q1 		– Sell
-3
Closed -$34.2K – 7388
2017
Q4 		$25K Buy
+3
New +$22.4K ﹤0.01% 6187
2017
Q3 		– Hold
0
– – – 6780
2016
Q4 		– Hold
0
– -$1K – 6875
2016
Q3 		– Hold
0
– – – 6464
2016
Q2 		– Hold
0
– – – 6680
2016
Q1 		– Sell
-40
Closed -$119K – 5897
2015
Q4 		$143K Buy
+40
New +$144K ﹤0.01% 4163

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Barclays's AIFU Position: Q4 2021 in Review

Barclays sold out of AIFU Inc (AIFU) in Q4 2021, closing a stake of 4 shares — an estimated $19K sold.

Barclays first reported a position in AIFU in Q4 2015 and held it in 8 quarters. The position peaked at $511K in Q1 2019. 43 funds tracked by Wall St. Rank hold AIFU as of Q4 2021.

  • Barclays reported no remaining AIFU Inc position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 4 AIFU Inc shares in Q4 2021, an estimated $19K.
  • Barclays first reported a position in AIFU Inc in Q4 2015 and held it in 8 quarters.
  • Barclays's AIFU Inc position peaked at $511K in Q1 2019.
  • 43 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.