VBA
AIFU

Van Berkom & Associates’s AIFU Inc AIFU Stock Holding History

Van Berkom & Associates’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
2018
Q3 		– Sell
-378
Closed -$4.31M – 62
2018
Q2 		$4.31M Buy
378
+28
+8% +$326K 0.13% 53
2018
Q1 		$3.78M Sell
350
-228
-39% -$2.6M 0.11% 52
2017
Q4 		$5M Buy
578
+11
+2% +$82.1K 0.16% 52
2017
Q3 		$2.85M Hold
567
– – 0.1% 49
2017
Q2 		$1.94M Buy
567
+104
+22% +$361K 0.07% 51
2017
Q1 		$1.6M Sell
463
-739
-61% -$2.6M 0.06% 52
2016
Q4 		$3.98M Buy
1,202
+37
+3% +$125K 0.16% 51
2016
Q3 		$3.59M Hold
1,165
– – 0.15% 49
2016
Q2 		$3.31M Buy
1,165
+80
+7% +$238K 0.15% 49
2016
Q1 		$3.48M Hold
1,085
– – 0.16% 50
2015
Q4 		$4.03M Buy
1,085
+65
+6% +$235K 0.2% 49
2015
Q3 		$3.12M Buy
1,020
+250
+32% +$785K 0.16% 51
2015
Q2 		$2.72M Buy
770
+328
+74% +$1.25M 0.13% 50
2015
Q1 		$1.52M Buy
442
+107
+32% +$350K 0.07% 53
2014
Q4 		$888K Buy
+335
New +$772K 0.04% 52

Other funds holding AIFU

MICM
Matthews International Capital Management San Francisco, California $246M AUM 10.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Van Berkom & Associates's AIFU Position: Q3 2018 in Review

Van Berkom & Associates sold out of AIFU Inc (AIFU) in Q3 2018, closing a stake of 378 shares — an estimated $4.31M sold.

Van Berkom & Associates first reported a position in AIFU in Q4 2014 and held it in 15 quarters. The position peaked at $5M in Q4 2017. 45 funds tracked by Wall St. Rank hold AIFU as of Q3 2018.

  • Van Berkom & Associates reported no remaining AIFU Inc position as of Q3 2018 after selling out during the quarter.
  • Van Berkom & Associates sold 378 AIFU Inc shares in Q3 2018, an estimated $4.31M.
  • Van Berkom & Associates first reported a position in AIFU Inc in Q4 2014 and held it in 15 quarters.
  • Van Berkom & Associates's AIFU Inc position peaked at $5M in Q4 2017.
  • 45 funds tracked by Wall St. Rank held AIFU Inc as of Q3 2018.

Based on Van Berkom & Associates's 13F filing for Q3 2018, filed 8 Nov 2018.