Prelude Capital Management’s iQIYI IQ Stock Holding History

Prelude Capital Management’s Portfolio IQ Stock Details IQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-879,547	Closed	-$2.25M	–	1422
2025 Q3	$2.25M	Buy	+879,547	New	+$1.95M	0.18%	139
2023 Q4	–	Sell	-12,200	Closed	-$57.8K	–	1245
2023 Q3	$57.8K	Buy	+12,200	New	+$63.6K	0.01%	1035
2022 Q3	–	Hold	0	–	–	–	1766
2022 Q2	–	Hold	0	–	–	–	1974
2021 Q3	–	Sell	-52,258	Closed	-$814K	–	1928
2021 Q2	$814K	Buy	+52,258	New	+$777K	0.05%	717
2020 Q4	–	Sell	-27,713	Closed	-$626K	–	1715
2020 Q3	$626K	Sell	27,713 -86,043	-76%	-$1.88M	0.09%	382
2020 Q2	$2.64M	Buy	113,756 +70,376	+162%	+$1.31M	0.42%	117
2020 Q1	$772K	Buy	+43,380	New	+$974K	0.17%	251
2019 Q4	–	Sell	-56,109	Closed	-$1.03M	–	2160
2019 Q3	$905K	Buy	56,109 +20,802	+59%	+$382K	0.11%	355
2019 Q2	$729K	Buy	+35,307	New	+$730K	0.07%	420
2018 Q3	–	Hold	0	–	–	–	1910
2018 Q2	–	Hold	0	–	–	–	1812

Other funds holding IQ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Triata Capital Hong Kong $552M AUM 2.89% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity International

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return