HSBC Holdings
AIFU

HSBC Holdings’s AIFU Inc AIFU Stock Holding History

HSBC Holdings’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
-179
Closed -$144K – 3195
2024
Q2 		$144K Hold
179
– – ﹤0.01% 2653
2024
Q1 		$341K Hold
179
– – ﹤0.01% 2348
2023
Q4 		$468K Hold
179
– – ﹤0.01% 2075
2023
Q3 		$529K Hold
179
– – ﹤0.01% 1966
2023
Q2 		$595K Hold
179
– – ﹤0.01% 1920
2023
Q1 		$624K Hold
179
– – ﹤0.01% 1958
2022
Q4 		$539K Sell
179
-6
-3% -$13.9K ﹤0.01% 2253
2022
Q3 		$379K Hold
185
– – ﹤0.01% 2301
2022
Q2 		$373K Hold
185
– – ﹤0.01% 2509
2022
Q1 		$543K Buy
185
+6
+3% +$16.6K ﹤0.01% 2362
2021
Q4 		$522K Hold
179
– – ﹤0.01% 2443
2021
Q3 		$871K Hold
179
– – ﹤0.01% 1958
2021
Q2 		$1.07M Buy
+179
New +$999K ﹤0.01% 1730

Other funds holding AIFU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

HSBC Holdings's AIFU Position: Q3 2024 in Review

HSBC Holdings sold out of AIFU Inc (AIFU) in Q3 2024, closing a stake of 179 shares — an estimated $144K sold.

HSBC Holdings first reported a position in AIFU in Q2 2021 and held it in 13 quarters. The position peaked at $1.07M in Q2 2021. 24 funds tracked by Wall St. Rank hold AIFU as of Q3 2024.

  • HSBC Holdings reported no remaining AIFU Inc position as of Q3 2024 after selling out during the quarter.
  • HSBC Holdings sold 179 AIFU Inc shares in Q3 2024, an estimated $144K.
  • HSBC Holdings first reported a position in AIFU Inc in Q2 2021 and held it in 13 quarters.
  • HSBC Holdings's AIFU Inc position peaked at $1.07M in Q2 2021.
  • 24 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.