State Street
AIFU

State Street’s AIFU Inc AIFU Stock Holding History

State Street’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
-285
Closed -$227K – 4350
2024
Q2 		$227K Sell
285
-19
-6% -$25.5K ﹤0.01% 3782
2024
Q1 		$577K Sell
304
-9
-3% -$19.8K ﹤0.01% 3609
2023
Q4 		$825K Buy
313
+10
+3% +$27.6K ﹤0.01% 3519
2023
Q3 		$873K Sell
303
-66
-18% -$186K ﹤0.01% 3563
2023
Q2 		$1.22M Buy
369
+23
+7% +$74.3K ﹤0.01% 3549
2023
Q1 		$1.2M Buy
346
+19
+6% +$59K ﹤0.01% 3474
2022
Q4 		$969K Sell
327
-30
-8% -$69.6K ﹤0.01% 3563
2022
Q3 		$735K Sell
357
-9
-2% -$18.2K ﹤0.01% 3660
2022
Q2 		$757K Sell
366
-484
-57% -$1.12M ﹤0.01% 3692
2022
Q1 		$2.48M Buy
850
+44
+5% +$122K ﹤0.01% 3482
2021
Q4 		$2.35M Sell
806
-106
-12% -$508K ﹤0.01% 3592
2021
Q3 		$4.39M Sell
912
-4
-0.4% -$22.3K ﹤0.01% 3308
2021
Q2 		$5.53M Sell
916
-3
-0.3% -$16.7K ﹤0.01% 3190
2021
Q1 		$5.2M Buy
919
+49
+6% +$287K ﹤0.01% 3031
2020
Q4 		$4.19M Buy
870
+29
+3% +$171K ﹤0.01% 3046
2020
Q3 		$5.64M Buy
841
+138
+20% +$1.12M ﹤0.01% 2722
2020
Q2 		$5.63M Sell
703
-148
-17% -$1.16M ﹤0.01% 2702
2020
Q1 		$6.84M Buy
851
+62
+8% +$555K ﹤0.01% 2477
2019
Q4 		$8.2M Buy
789
+49
+7% +$505K ﹤0.01% 2619
2019
Q3 		$7.88M Buy
740
+17
+2% +$206K ﹤0.01% 2582
2019
Q2 		$9.67M Buy
723
+85
+13% +$968K ﹤0.01% 2528
2019
Q1 		$6.75M Buy
638
+132
+26% +$1.3M ﹤0.01% 2620
2018
Q4 		$4.44M Buy
506
+16
+3% +$163K ﹤0.01% 2776
2018
Q3 		$5.29M Buy
490
+14
+3% +$155K ﹤0.01% 2839
2018
Q2 		$5.43M Buy
476
+250
+111% +$2.91M ﹤0.01% 2817
2018
Q1 		$2.45M Buy
226
+27
+14% +$307K ﹤0.01% 3083
2017
Q4 		$1.72M Sell
199
-17
-8% -$127K ﹤0.01% 3229
2017
Q3 		$1.09M Buy
216
+6
+3% +$22.7K ﹤0.01% 3362
2017
Q2 		$720K Buy
210
+19
+10% +$66K ﹤0.01% 3379
2017
Q1 		$660K Sell
191
-8
-4% -$28.1K ﹤0.01% 3344
2016
Q4 		$659K Buy
199
+14
+8% +$47.4K ﹤0.01% 3359
2016
Q3 		$571K Buy
185
+76
+70% +$246K ﹤0.01% 3276
2016
Q2 		$310K Sell
109
-6
-5% -$17.8K ﹤0.01% 3461
2016
Q1 		$368K Sell
115
-14
-11% -$41.7K ﹤0.01% 3402
2015
Q4 		$478K Sell
129
-8
-6% -$28.9K ﹤0.01% 3350
2015
Q3 		$418K Sell
137
-4
-3% -$12.6K ﹤0.01% 3365
2015
Q2 		$499K Buy
141
+54
+62% +$205K ﹤0.01% 3369
2015
Q1 		$300K Buy
+87
New +$285K ﹤0.01% 3443

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

State Street's AIFU Position: Q3 2024 in Review

State Street sold out of AIFU Inc (AIFU) in Q3 2024, closing a stake of 285 shares — an estimated $227K sold.

State Street first reported a position in AIFU in Q1 2015 and held it in 38 quarters. The position peaked at $9.67M in Q2 2019. 24 funds tracked by Wall St. Rank hold AIFU as of Q3 2024.

  • State Street reported no remaining AIFU Inc position as of Q3 2024 after selling out during the quarter.
  • State Street sold 285 AIFU Inc shares in Q3 2024, an estimated $227K.
  • State Street first reported a position in AIFU Inc in Q1 2015 and held it in 38 quarters.
  • State Street's AIFU Inc position peaked at $9.67M in Q2 2019.
  • 24 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2024.

Based on State Street's 13F filing for Q3 2024, filed 14 Nov 2024.