Northern Trust
AIFU

Northern Trust’s AIFU Inc AIFU Stock Holding History

Northern Trust’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
Q3 		– Sell
-187
Closed -$1.13M – 4755
2021
Q2 		$1.13M Sell
187
-7
-4% -$39.1K ﹤0.01% 3500
2021
Q1 		$1.08M Buy
194
+6
+3% +$35.1K ﹤0.01% 3561
2020
Q4 		$904K Sell
188
-11
-6% -$64.7K ﹤0.01% 3549
2020
Q3 		$1.33M Sell
199
-5
-2% -$40.7K ﹤0.01% 3253
2020
Q2 		$1.63M Sell
204
-24
-11% -$189K ﹤0.01% 3147
2020
Q1 		$1.83M Sell
228
-12
-5% -$107K ﹤0.01% 2903
2019
Q4 		$2.5M Buy
240
+6
+3% +$61.8K ﹤0.01% 2991
2019
Q3 		$2.49M Sell
234
-7
-3% -$85K ﹤0.01% 2972
2019
Q2 		$3.22M Buy
241
+42
+21% +$478K ﹤0.01% 2795
2019
Q1 		$2.09M Buy
199
+4
+2% +$39.5K ﹤0.01% 3059
2018
Q4 		$1.71M Sell
195
-3
-2% -$30.5K ﹤0.01% 3138
2018
Q3 		$2.14M Buy
198
+14
+8% +$155K ﹤0.01% 3176
2018
Q2 		$2.1M Buy
184
+111
+152% +$1.29M ﹤0.01% 3183
2018
Q1 		$784K Hold
73
– – ﹤0.01% 3450
2017
Q4 		$628K Buy
73
+8
+12% +$59.7K ﹤0.01% 3508
2017
Q3 		$327K Sell
65
-1
-2% -$3.79K ﹤0.01% 3654
2017
Q2 		$225K Buy
66
+2
+3% +$6.95K ﹤0.01% 3764
2017
Q1 		$221K Buy
+64
New +$225K ﹤0.01% 3765

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust's AIFU Position: Q3 2021 in Review

Northern Trust sold out of AIFU Inc (AIFU) in Q3 2021, closing a stake of 187 shares — an estimated $1.13M sold.

Northern Trust first reported a position in AIFU in Q1 2017 and held it in 18 quarters. The position peaked at $3.22M in Q2 2019. 41 funds tracked by Wall St. Rank hold AIFU as of Q3 2021.

  • Northern Trust reported no remaining AIFU Inc position as of Q3 2021 after selling out during the quarter.
  • Northern Trust sold 187 AIFU Inc shares in Q3 2021, an estimated $1.13M.
  • Northern Trust first reported a position in AIFU Inc in Q1 2017 and held it in 18 quarters.
  • Northern Trust's AIFU Inc position peaked at $3.22M in Q2 2019.
  • 41 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2021.

Based on Northern Trust's 13F filing for Q3 2021, filed 15 Nov 2021.