Franklin Resources
AIFU

Franklin Resources’s AIFU Inc AIFU Stock Holding History

Franklin Resources’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
-63
Closed -$349K – 2082
2021
Q1 		$349K Hold
63
– – ﹤0.01% 1668
2020
Q4 		$301K Sell
63
-897
-93% -$5.28M ﹤0.01% 1644
2020
Q3 		$6.43M Sell
960
-675
-41% -$5.49M ﹤0.01% 994
2020
Q2 		$13.5M Sell
1,635
-243
-13% -$1.91M 0.01% 817
2020
Q1 		$15.1M Sell
1,878
-244
-11% -$2.18M 0.01% 728
2019
Q4 		$22M Sell
2,122
-736
-26% -$7.58M 0.01% 744
2019
Q3 		$30.4M Sell
2,858
-570
-17% -$6.92M 0.02% 651
2019
Q2 		$45.9M Hold
3,428
– – 0.02% 571
2019
Q1 		$36M Hold
3,428
– – 0.02% 603
2018
Q4 		$30.1M Buy
3,428
+46
+1% +$467K 0.02% 602
2018
Q3 		$36.6M Buy
3,382
+656
+24% +$7.24M 0.02% 607
2018
Q2 		$31.1M Buy
2,726
+1,730
+174% +$20.1M 0.02% 657
2018
Q1 		$10.8M Buy
+996
New +$11.3M 0.01% 911

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 $235B AUM 32.99% 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

Franklin Resources's AIFU Position: Q2 2021 in Review

Franklin Resources sold out of AIFU Inc (AIFU) in Q2 2021, closing a stake of 63 shares — an estimated $349K sold.

Franklin Resources first reported a position in AIFU in Q1 2018 and held it in 13 quarters. The position peaked at $45.9M in Q2 2019. 41 funds tracked by Wall St. Rank hold AIFU as of Q2 2021.

  • Franklin Resources reported no remaining AIFU Inc position as of Q2 2021 after selling out during the quarter.
  • Franklin Resources sold 63 AIFU Inc shares in Q2 2021, an estimated $349K.
  • Franklin Resources first reported a position in AIFU Inc in Q1 2018 and held it in 13 quarters.
  • Franklin Resources's AIFU Inc position peaked at $45.9M in Q2 2019.
  • 41 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2021.

Based on Franklin Resources's 13F filing for Q2 2021, filed 13 Aug 2021.