Fidelity International’s AIFU Inc AIFU Stock Holding History

Fidelity International’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
2024 Q3	–	Sell	-165	Closed	-$131K	–	990
2024 Q2	$131K	Sell	165 -2,050	-93%	-$2.75M	﹤0.01%	823
2024 Q1	$4.21M	Sell	2,215 -367	-14%	-$806K	﹤0.01%	613
2023 Q4	$6.81M	Hold	2,582	–	–	0.01%	545
2023 Q3	$7.45M	Sell	2,582 -360	-12%	-$1.01M	0.01%	522
2023 Q2	$9.78M	Sell	2,942 -698	-19%	-$2.25M	0.01%	496
2023 Q1	$12.6M	Hold	3,640	–	–	0.01%	458
2022 Q4	$10.8M	Hold	3,640	–	–	0.01%	492
2022 Q3	$7.5M	Buy	3,640 +639	+21%	+$1.29M	0.01%	534
2022 Q2	$6.21M	Buy	3,001 +1,757	+141%	+$4.05M	0.01%	560
2022 Q1	$3.62M	Hold	1,244	–	–	﹤0.01%	637
2021 Q4	$3.62M	Hold	1,244	–	–	﹤0.01%	639
2021 Q3	$5.99M	Hold	1,244	–	–	0.01%	578
2021 Q2	$7.51M	Hold	1,244	–	–	0.01%	592
2021 Q1	$6.93M	Hold	1,244	–	–	0.01%	566
2020 Q4	$5.99M	Hold	1,244	–	–	0.01%	530
2020 Q3	$8.33M	Hold	1,244	–	–	0.01%	502
2020 Q2	$9.96M	Hold	1,244	–	–	0.01%	477
2020 Q1	$10M	Hold	1,244	–	–	0.02%	444
2019 Q4	$12.9M	Sell	1,244 -541	-30%	-$5.57M	0.02%	463
2019 Q3	$19M	Sell	1,785 -160	-8%	-$1.94M	0.03%	389
2019 Q2	$26M	Sell	1,945 -883	-31%	-$10.1M	0.04%	339
2019 Q1	$29.7M	Sell	2,828 -651	-19%	-$6.43M	0.05%	315
2018 Q4	$30.5M	Sell	3,479 -36	-1%	-$366K	0.05%	291
2018 Q3	$38M	Sell	3,515 -161	-4%	-$1.78M	0.06%	300
2018 Q2	$41.9M	Sell	3,676 -276	-7%	-$3.21M	0.06%	275
2018 Q1	$42.7M	Sell	3,952 -163	-4%	-$1.86M	0.12%	172
2017 Q4	$35.6M	Sell	4,115 -113	-3%	-$843K	0.1%	194
2017 Q3	$21.3M	Buy	4,228 +365	+9%	+$1.38M	0.06%	239
2017 Q2	$13.2M	Buy	3,863 +8	+0.2%	+$27.8K	0.04%	304
2017 Q1	$13.3M	Sell	3,855 -3	-0.1%	-$10.5K	0.04%	312
2016 Q4	$12.8M	Hold	3,858	–	–	0.04%	308
2016 Q3	$11.9M	Buy	3,858 +3	+0.1%	+$9.72K	0.04%	317
2016 Q2	$11M	Hold	3,855	–	–	0.03%	325
2016 Q1	$12.4M	Sell	3,855 -3	-0.1%	-$8.94K	0.04%	315
2015 Q4	$14.3M	Sell	3,858 -188	-5%	-$679K	0.04%	297
2015 Q3	$12.4M	Hold	4,046	–	–	0.04%	314
2015 Q2	$14.3M	Sell	4,046 -432	-10%	-$1.64M	0.05%	324
2015 Q1	$15.5M	Sell	4,478 -104	-2%	-$340K	0.05%	316
2014 Q4	$12.2M	Sell	4,582 -2,059	-31%	-$4.74M	0.04%	324
2014 Q3	$14.6M	Sell	6,641 -1,386	-17%	-$3.64M	0.06%	295
2014 Q2	$22M	Buy	8,027 +57	+0.7%	+$158K	0.08%	232
2014 Q1	$23.9M	Sell	7,970 -18	-0.2%	-$47.6K	0.09%	225
2013 Q4	$19.3M	Sell	7,988 -1,822	-19%	-$3.75M	0.08%	237
2013 Q3	$20.6M	Buy	9,810 +336	+4%	+$731K	0.1%	207
2013 Q2	$22.9M	Buy	+9,474	New	+$23.9M	0.13%	182

Other funds holding AIFU

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Fidelity International's AIFU Position: Q3 2024 in Review

Fidelity International sold out of AIFU Inc (AIFU) in Q3 2024, closing a stake of 165 shares — an estimated $131K sold.

Fidelity International first reported a position in AIFU in Q2 2013 and held it in 45 quarters. The position peaked at $42.7M in Q1 2018. 24 funds tracked by Wall St. Rank hold AIFU as of Q3 2024.

Fidelity International reported no remaining AIFU Inc position as of Q3 2024 after selling out during the quarter.
Fidelity International sold 165 AIFU Inc shares in Q3 2024, an estimated $131K.
Fidelity International first reported a position in AIFU Inc in Q2 2013 and held it in 45 quarters.
Fidelity International's AIFU Inc position peaked at $42.7M in Q1 2018.
24 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2024.

Based on Fidelity International's 13F filing for Q3 2024, filed 13 Nov 2024.