BIM
AIFU

Bogle Investment Management’s AIFU Inc AIFU Stock Holding History

Bogle Investment Management’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
2018
Q2 		– Sell
-104
Closed -$1.12M – 365
2018
Q1 		$1.12M Buy
+104
New +$1.18M 0.08% 212
2015
Q3 		– Sell
-379
Closed -$1.34M – 445
2015
Q2 		$1.34M Buy
379
+80
+27% +$304K 0.1% 231
2015
Q1 		$1.03M Buy
+299
New +$979K 0.07% 249

Other funds holding AIFU

MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
FI
Fosun International Hong Kong, China $399M AUM 16.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bogle Investment Management's AIFU Position: Q2 2018 in Review

Bogle Investment Management sold out of AIFU Inc (AIFU) in Q2 2018, closing a stake of 104 shares — an estimated $1.12M sold.

Bogle Investment Management first reported a position in AIFU in Q1 2015 and held it in 3 quarters. The position peaked at $1.34M in Q2 2015. 52 funds tracked by Wall St. Rank hold AIFU as of Q2 2018.

  • Bogle Investment Management reported no remaining AIFU Inc position as of Q2 2018 after selling out during the quarter.
  • Bogle Investment Management sold 104 AIFU Inc shares in Q2 2018, an estimated $1.12M.
  • Bogle Investment Management first reported a position in AIFU Inc in Q1 2015 and held it in 3 quarters.
  • Bogle Investment Management's AIFU Inc position peaked at $1.34M in Q2 2015.
  • 52 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2018.

Based on Bogle Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.