Capital Research Global Investors
AIFU

Capital Research Global Investors’s AIFU Inc AIFU Stock Holding History

Capital Research Global Investors’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
Q2 		– Sell
-1,559
Closed -$8.69M – 456
2021
Q1 		$8.69M Sell
1,559
-741
-32% -$4.34M ﹤0.01% 410
2020
Q4 		$11.1M Sell
2,300
-1,140
-33% -$6.71M ﹤0.01% 385
2020
Q3 		$23.1M Sell
3,440
-584
-15% -$4.75M 0.01% 371
2020
Q2 		$32.2M Buy
4,024
+973
+32% +$7.66M 0.01% 349
2020
Q1 		$24.6M Hold
3,051
– – 0.01% 333
2019
Q4 		$31.7M Buy
3,051
+345
+13% +$3.55M 0.01% 349
2019
Q3 		$28.8M Sell
2,706
-1,985
-42% -$24.1M 0.01% 352
2019
Q2 		$62.8M Buy
4,691
+1,320
+39% +$15M 0.02% 295
2019
Q1 		$35.4M Buy
3,371
+11
+0.3% +$109K 0.01% 346
2018
Q4 		$29.5M Hold
3,360
– – 0.01% 347
2018
Q3 		$36.3M Hold
3,360
– – 0.01% 366
2018
Q2 		$38.3M Buy
3,360
+1,727
+106% +$20.1M 0.01% 356
2018
Q1 		$17.6M Buy
+1,633
New +$18.6M 0.01% 401

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

Capital Research Global Investors's AIFU Position: Q2 2021 in Review

Capital Research Global Investors sold out of AIFU Inc (AIFU) in Q2 2021, closing a stake of 1,559 shares — an estimated $8.69M sold.

Capital Research Global Investors first reported a position in AIFU in Q1 2018 and held it in 13 quarters. The position peaked at $62.8M in Q2 2019. 41 funds tracked by Wall St. Rank hold AIFU as of Q2 2021.

  • Capital Research Global Investors reported no remaining AIFU Inc position as of Q2 2021 after selling out during the quarter.
  • Capital Research Global Investors sold 1,559 AIFU Inc shares in Q2 2021, an estimated $8.69M.
  • Capital Research Global Investors first reported a position in AIFU Inc in Q1 2018 and held it in 13 quarters.
  • Capital Research Global Investors's AIFU Inc position peaked at $62.8M in Q2 2019.
  • 41 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2021.

Based on Capital Research Global Investors's 13F filing for Q2 2021, filed 16 Aug 2021.