Alpha Square Group S’s Lufax Holding LU Stock Holding History

Alpha Square Group S’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 Q4	–	Sell	-2,560,060	Closed	-$10.9M	–	22
2023 Q3	$10.9M	Hold	2,560,060	–	–	10.99%	4
2023 Q2	$14.6M	Hold	2,560,060	–	–	10.51%	4
2023 Q1	$20.9M	Hold	2,560,060	–	–	11.17%	4
2022 Q4	$19.9M	Buy	2,560,060 +42,642	+2%	+$325K	8.63%	3
2022 Q3	$25.6M	Sell	2,517,418 -42,642	-2%	-$728K	11.54%	3
2022 Q2	$61.4M	Sell	2,560,060 -2,560,061	-50%	-$59.5M	25.95%	1
2022 Q1	$114M	Hold	5,120,121	–	–	15.43%	2
2021 Q4	$115M	Buy	+5,120,121	New	+$134M	23.27%	2

Other funds holding LU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alpha Square Group S's LU Position: Q4 2023 in Review

Alpha Square Group S sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 2,560,060 shares — an estimated $10.9M sold.

Alpha Square Group S first reported a position in LU in Q4 2021 and held it in 8 quarters. The position peaked at $115M in Q4 2021. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

Alpha Square Group S reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
Alpha Square Group S sold 2,560,060 Lufax Holding shares in Q4 2023, an estimated $10.9M.
Alpha Square Group S first reported a position in Lufax Holding in Q4 2021 and held it in 8 quarters.
Alpha Square Group S's Lufax Holding position peaked at $115M in Q4 2021.
121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Alpha Square Group S's 13F filing for Q4 2023, filed 14 Feb 2024.