USA Financial Formulas’s AIFU Inc AIFU Stock Holding History

USA Financial Formulas’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
2019 Q1	–	Sell	-31	Closed	-$338K	–	364
2018 Q4	$338K	Buy	+31	New	+$315K	0.08%	203

Other funds holding AIFU

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

MICM

Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USA Financial Formulas's AIFU Position: Q1 2019 in Review

USA Financial Formulas sold out of AIFU Inc (AIFU) in Q1 2019, closing a stake of 31 shares — an estimated $338K sold.

USA Financial Formulas first reported a position in AIFU in Q4 2018 and held it in 1 quarter. The position peaked at $338K in Q4 2018. 45 funds tracked by Wall St. Rank hold AIFU as of Q1 2019.

USA Financial Formulas reported no remaining AIFU Inc position as of Q1 2019 after selling out during the quarter.
USA Financial Formulas sold 31 AIFU Inc shares in Q1 2019, an estimated $338K.
USA Financial Formulas first reported a position in AIFU Inc in Q4 2018 and held it in 1 quarter.
USA Financial Formulas's AIFU Inc position peaked at $338K in Q4 2018.
45 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2019.

Based on USA Financial Formulas's 13F filing for Q1 2019, filed 14 May 2019.