UBS AM’s AIFU Inc AIFU Stock Holding History

UBS AM’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
2022 Q2	–	Sell	-34	Closed	-$100K	–	2788
2022 Q1	$100K	Hold	34	–	–	﹤0.01%	2738
2021 Q4	$100K	Hold	34	–	–	﹤0.01%	2820
2021 Q3	$166K	Hold	34	–	–	﹤0.01%	2705
2021 Q2	$208K	Buy	+34	New	+$190K	﹤0.01%	2706

Other funds holding AIFU

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

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

Citigroup New York $235B AUM 32.99% 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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS AM's AIFU Position: Q2 2022 in Review

UBS AM sold out of AIFU Inc (AIFU) in Q2 2022, closing a stake of 34 shares — an estimated $100K sold.

UBS AM first reported a position in AIFU in Q2 2021 and held it in 4 quarters. The position peaked at $208K in Q2 2021. 38 funds tracked by Wall St. Rank hold AIFU as of Q2 2022.

UBS AM reported no remaining AIFU Inc position as of Q2 2022 after selling out during the quarter.
UBS AM sold 34 AIFU Inc shares in Q2 2022, an estimated $100K.
UBS AM first reported a position in AIFU Inc in Q2 2021 and held it in 4 quarters.
UBS AM's AIFU Inc position peaked at $208K in Q2 2021.
38 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2022.

Based on UBS AM's 13F filing for Q2 2022, filed 12 Aug 2022.