GC
AIFU

Guggenheim Capital’s AIFU Inc AIFU Stock Holding History

Guggenheim Capital’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
Q1 		– Sell
-39
Closed -$187K – 2179
2020
Q4 		$187K Sell
39
-2
-5% -$11.8K ﹤0.01% 1962
2020
Q3 		$272K Buy
41
+1
+3% +$8.14K ﹤0.01% 1670
2020
Q2 		$317K Buy
40
+11
+38% +$86.6K ﹤0.01% 1597
2020
Q1 		$236K Buy
29
+7
+32% +$62.7K ﹤0.01% 1614
2019
Q4 		$230K Buy
+22
New +$227K ﹤0.01% 1931
2018
Q2 		– Sell
-47
Closed -$505K – 2635
2018
Q1 		$505K Hold
47
– – ﹤0.01% 2379
2017
Q4 		$404K Buy
47
+12
+34% +$89.5K ﹤0.01% 2419
2017
Q3 		$175K Hold
35
– – ﹤0.01% 2626
2017
Q2 		$119K Sell
35
-1
-3% -$3.47K ﹤0.01% 2685
2017
Q1 		$123K Sell
36
-5
-12% -$17.6K ﹤0.01% 2678
2016
Q4 		$134K Sell
41
-7
-15% -$23.7K ﹤0.01% 2738
2016
Q3 		$146K Hold
48
– – ﹤0.01% 2695
2016
Q2 		$137K Sell
48
-4
-8% -$11.9K ﹤0.01% 2706
2016
Q1 		$166K Sell
52
-5
-9% -$14.9K ﹤0.01% 2709
2015
Q4 		$212K Sell
57
-27
-32% -$97.5K ﹤0.01% 2750
2015
Q3 		$258K Sell
84
-65
-44% -$204K ﹤0.01% 2657
2015
Q2 		$527K Buy
149
+12
+9% +$45.6K ﹤0.01% 2514
2015
Q1 		$474K Buy
137
+26
+23% +$85.1K ﹤0.01% 2550
2014
Q4 		$295K Buy
+111
New +$256K ﹤0.01% 2684

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Guggenheim Capital's AIFU Position: Q1 2021 in Review

Guggenheim Capital sold out of AIFU Inc (AIFU) in Q1 2021, closing a stake of 39 shares — an estimated $187K sold.

Guggenheim Capital first reported a position in AIFU in Q4 2014 and held it in 19 quarters. The position peaked at $527K in Q2 2015. 40 funds tracked by Wall St. Rank hold AIFU as of Q1 2021.

  • Guggenheim Capital reported no remaining AIFU Inc position as of Q1 2021 after selling out during the quarter.
  • Guggenheim Capital sold 39 AIFU Inc shares in Q1 2021, an estimated $187K.
  • Guggenheim Capital first reported a position in AIFU Inc in Q4 2014 and held it in 19 quarters.
  • Guggenheim Capital's AIFU Inc position peaked at $527K in Q2 2015.
  • 40 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2021.

Based on Guggenheim Capital's 13F filing for Q1 2021, filed 13 May 2021.