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Advisor Partners II’s Lufax Holding LU Stock Holding History

Advisor Partners II’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$12.4K Buy
+2,920
New +$16.2K ﹤0.01% 1251
2023
Q2 		– Sell
-5,537
Closed -$45.2K – 1106
2023
Q1 		$45.2K Buy
+5,537
New +$53.1K ﹤0.01% 996

Other funds holding LU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Advisor Partners II's LU Position: Q3 2023 in Review

Advisor Partners II opened a new position in Lufax Holding (LU) in Q3 2023: 2,920 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Advisor Partners II previously reported a position in LU as recently as Q1 2023.

Advisor Partners II first reported a position in LU in Q1 2023 and has held it in 2 quarters since. The position peaked at $45.2K in Q1 2023. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

  • Advisor Partners II held 2,920 shares of Lufax Holding worth $12.4K as of Q3 2023.
  • Lufax Holding was a new Advisor Partners II position in Q3 2023.
  • Lufax Holding made up ﹤0.01% of Advisor Partners II's portfolio in Q3 2023, its #1251 holding.
  • Advisor Partners II first reported a position in Lufax Holding in Q1 2023 and has held it in 2 quarters since.
  • Advisor Partners II's Lufax Holding position peaked at $45.2K in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.