Boston Partners’s AIFU Inc AIFU Stock Holding History

Boston Partners’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 Q3	–	Sell	-174	Closed	-$1.99M	–	793
2018 Q2	$1.99M	Sell	174 -186	-52%	-$2.16M	﹤0.01%	656
2018 Q1	$3.89M	Sell	360 -111	-24%	-$1.26M	﹤0.01%	534
2017 Q4	$4.07M	Sell	471 -272	-37%	-$2.03M	﹤0.01%	560
2017 Q3	$3.74M	Buy	743 +221	+42%	+$838K	﹤0.01%	566
2017 Q2	$1.79M	Buy	522 +107	+26%	+$372K	﹤0.01%	669
2017 Q1	$1.43M	Hold	415	–	–	﹤0.01%	686
2016 Q4	$1.38M	Hold	415	–	–	﹤0.01%	699
2016 Q3	$1.28M	Hold	415	–	–	﹤0.01%	686
2016 Q2	$1.18M	Buy	415 +6	+1%	+$17.8K	﹤0.01%	676
2016 Q1	$1.31M	Buy	409 +192	+88%	+$572K	﹤0.01%	655
2015 Q4	$806K	Buy	+217	New	+$783K	﹤0.01%	690

Other funds holding AIFU

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners's AIFU Position: Q3 2018 in Review

Boston Partners sold out of AIFU Inc (AIFU) in Q3 2018, closing a stake of 174 shares — an estimated $1.99M sold.

Boston Partners first reported a position in AIFU in Q4 2015 and held it in 11 quarters. The position peaked at $4.07M in Q4 2017. 45 funds tracked by Wall St. Rank hold AIFU as of Q3 2018.

Boston Partners reported no remaining AIFU Inc position as of Q3 2018 after selling out during the quarter.
Boston Partners sold 174 AIFU Inc shares in Q3 2018, an estimated $1.99M.
Boston Partners first reported a position in AIFU Inc in Q4 2015 and held it in 11 quarters.
Boston Partners's AIFU Inc position peaked at $4.07M in Q4 2017.
45 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2018.

Based on Boston Partners's 13F filing for Q3 2018, filed 14 Nov 2018.