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AIFU

Dmitry Balyasny’s AIFU Inc AIFU Stock Holding History

Dmitry Balyasny’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
2023
Q4 		– Sell
-44
Closed -$125K – 2980
2023
Q3 		$125K Buy
+44
New +$124K ﹤0.01% 2098
2017
Q3 		– Sell
-470
Closed -$1.61M – 2130
2017
Q2 		$1.61M Sell
470
-76
-14% -$264K 0.01% 984
2017
Q1 		$1.89M Sell
546
-60
-10% -$211K 0.01% 922
2016
Q4 		$2.01M Buy
606
+285
+89% +$966K 0.01% 885
2016
Q3 		$988K Buy
+321
New +$1.04M 0.01% 688

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Dmitry Balyasny's AIFU Position: Q4 2023 in Review

Dmitry Balyasny sold out of AIFU Inc (AIFU) in Q4 2023, closing a stake of 44 shares — an estimated $125K sold.

Dmitry Balyasny first reported a position in AIFU in Q3 2016 and held it in 5 quarters. The position peaked at $2.01M in Q4 2016. 28 funds tracked by Wall St. Rank hold AIFU as of Q4 2023.

  • Dmitry Balyasny reported no remaining AIFU Inc position as of Q4 2023 after selling out during the quarter.
  • Dmitry Balyasny sold 44 AIFU Inc shares in Q4 2023, an estimated $125K.
  • Dmitry Balyasny first reported a position in AIFU Inc in Q3 2016 and held it in 5 quarters.
  • Dmitry Balyasny's AIFU Inc position peaked at $2.01M in Q4 2016.
  • 28 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2023.

Based on Balyasny Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.