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AI-Squared Management’s Lufax Holding LU Stock Holding History

AI-Squared Management’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
2024
Q2 		– Sell
-244,650
Closed -$1.03M – 29
2024
Q1 		$1.03M Sell
244,650
-89,700
-27% -$251K 0.78% 16
2023
Q4 		$1.03M Buy
+334,350
New +$1.25M 1.31% 14

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AI-Squared Management's LU Position: Q2 2024 in Review

AI-Squared Management sold out of Lufax Holding (LU) in Q2 2024, closing a stake of 244,650 shares — an estimated $1.03M sold.

AI-Squared Management first reported a position in LU in Q4 2023 and held it in 2 quarters. The position peaked at $1.03M in Q1 2024. 113 funds tracked by Wall St. Rank hold LU as of Q2 2024.

  • AI-Squared Management reported no remaining Lufax Holding position as of Q2 2024 after selling out during the quarter.
  • AI-Squared Management sold 244,650 Lufax Holding shares in Q2 2024, an estimated $1.03M.
  • AI-Squared Management first reported a position in Lufax Holding in Q4 2023 and held it in 2 quarters.
  • AI-Squared Management's Lufax Holding position peaked at $1.03M in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2024.

Based on AI-Squared Management's 13F filing for Q2 2024, filed 9 Aug 2024.