Lindbrook Capital’s AIFU Inc AIFU Stock Holding History

Lindbrook 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
2023 Q4	–	Hold	0	–	-$598	–	2837
2023 Q3	–	Hold	0	–	–	–	2501
2023 Q2	–	Hold	0	–	–	–	2251
2023 Q1	–	Hold	0	–	–	–	2598
2022 Q3	–	Sell	-4	Closed	-$9K	–	2954
2022 Q2	$9K	Sell	4 -8	-67%	-$18.4K	﹤0.01%	1323
2022 Q1	$35K	Buy	+12	New	+$33.2K	0.01%	809
2021 Q4	–	Sell	-1	Closed	-$4.79K	–	2025
2021 Q3	$7K	Sell	1 -1	-50%	-$5.57K	﹤0.01%	1154
2021 Q2	$11K	Buy	+2	New	+$11.2K	﹤0.01%	1038
2021 Q1	–	Hold	0	–	–	–	1821
2020 Q4	–	Sell	-1	Closed	-$5.88K	–	1530
2020 Q3	$6K	Hold	1	–	–	﹤0.01%	1070
2020 Q2	$8K	Hold	1	–	–	﹤0.01%	929
2020 Q1	$8K	Buy	+1	New	+$8.95K	﹤0.01%	844

Other funds holding AIFU

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Lindbrook Capital's AIFU Position: Q4 2023 in Review

Lindbrook Capital held its AIFU Inc (AIFU) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Lindbrook Capital first reported a position in AIFU in Q1 2020 and has held it in 7 quarters since. The position peaked at $35K in Q1 2022. 28 funds tracked by Wall St. Rank hold AIFU as of Q4 2023.

Lindbrook Capital held 0 shares of AIFU Inc worth $0 as of Q4 2023.
Lindbrook Capital left its AIFU Inc share count unchanged in Q4 2023.
AIFU Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q4 2023, its #2837 holding.
Lindbrook Capital first reported a position in AIFU Inc in Q1 2020 and has held it in 7 quarters since.
Lindbrook Capital's AIFU Inc position peaked at $35K in Q1 2022.
28 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.