Marshall Wace
AIFU

Marshall Wace’s AIFU Inc AIFU Stock Holding History

Marshall Wace’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
Q4 		– Sell
-433
Closed -$246K – 3091
2024
Q3 		$246K Buy
+433
New +$242K ﹤0.01% 2226
2022
Q3 		– Sell
-26
Closed -$54K – 3880
2022
Q2 		$54K Sell
26
-92
-78% -$212K ﹤0.01% 3329
2022
Q1 		$343K Sell
118
-110
-48% -$305K ﹤0.01% 2927
2021
Q4 		$663K Buy
+228
New +$1.09M ﹤0.01% 2666
2021
Q1 		– Sell
-159
Closed -$767K – 2924
2020
Q4 		$767K Sell
159
-25
-14% -$147K ﹤0.01% 1317
2020
Q3 		$1.24M Buy
+184
New +$1.5M 0.01% 944
2019
Q1 		– Sell
-62
Closed -$546K – 2100
2018
Q4 		$546K Buy
+62
New +$630K 0.01% 1070

Other funds holding AIFU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Marshall Wace's AIFU Position: Q4 2024 in Review

Marshall Wace sold out of AIFU Inc (AIFU) in Q4 2024, closing a stake of 433 shares — an estimated $246K sold.

Marshall Wace first reported a position in AIFU in Q4 2018 and held it in 7 quarters. The position peaked at $1.24M in Q3 2020. 20 funds tracked by Wall St. Rank hold AIFU as of Q4 2024.

  • Marshall Wace reported no remaining AIFU Inc position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 433 AIFU Inc shares in Q4 2024, an estimated $246K.
  • Marshall Wace first reported a position in AIFU Inc in Q4 2018 and held it in 7 quarters.
  • Marshall Wace's AIFU Inc position peaked at $1.24M in Q3 2020.
  • 20 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.