Winton Group’s AIFU Inc AIFU Stock Holding History

Winton Group’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 Q4	–	Sell	-35	Closed	-$369K	–	1792
2019 Q3	$369K	Sell	35 -6	-15%	-$72.9K	﹤0.01%	1198
2019 Q2	$552K	Sell	41 -7	-15%	-$79.7K	0.01%	638
2019 Q1	$502K	Buy	48 +8	+20%	+$79K	0.01%	585
2018 Q4	$347K	Buy	40 +8	+25%	+$81.3K	0.01%	607
2018 Q3	$342K	Buy	+32	New	+$353K	0.01%	769

Other funds holding AIFU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Winton Group's AIFU Position: Q4 2019 in Review

Winton Group sold out of AIFU Inc (AIFU) in Q4 2019, closing a stake of 35 shares — an estimated $369K sold.

Winton Group first reported a position in AIFU in Q3 2018 and held it in 5 quarters. The position peaked at $552K in Q2 2019. 45 funds tracked by Wall St. Rank hold AIFU as of Q4 2019.

Winton Group reported no remaining AIFU Inc position as of Q4 2019 after selling out during the quarter.
Winton Group sold 35 AIFU Inc shares in Q4 2019, an estimated $369K.
Winton Group first reported a position in AIFU Inc in Q3 2018 and held it in 5 quarters.
Winton Group's AIFU Inc position peaked at $552K in Q2 2019.
45 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2019.

Based on Winton Group's 13F filing for Q4 2019, filed 13 Feb 2020.