E
AIFU

Ergoteles’s AIFU Inc AIFU Stock Holding History

Ergoteles’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
Q1 		– Sell
-47
Closed -$140K – 1832
2022
Q4 		$140K Sell
47
-36
-43% -$83.5K 0.01% 1164
2022
Q3 		$171K Sell
83
-8
-9% -$16.2K 0.01% 1238
2022
Q2 		$189K Buy
+91
New +$210K 0.01% 1351
2022
Q1 		– Sell
-54
Closed -$159K – 1691
2021
Q4 		$159K Sell
54
-33
-38% -$158K 0.01% 1082
2021
Q3 		$417K Buy
+87
New +$485K 0.02% 662

Other funds holding AIFU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ergoteles's AIFU Position: Q1 2023 in Review

Ergoteles sold out of AIFU Inc (AIFU) in Q1 2023, closing a stake of 47 shares — an estimated $140K sold.

Ergoteles first reported a position in AIFU in Q3 2021 and held it in 5 quarters. The position peaked at $417K in Q3 2021. 26 funds tracked by Wall St. Rank hold AIFU as of Q1 2023.

  • Ergoteles reported no remaining AIFU Inc position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 47 AIFU Inc shares in Q1 2023, an estimated $140K.
  • Ergoteles first reported a position in AIFU Inc in Q3 2021 and held it in 5 quarters.
  • Ergoteles's AIFU Inc position peaked at $417K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.