Ameriprise
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Ameriprise’s Lufax Holding LU Stock Holding History

Ameriprise’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
-11,135
Closed -$47K – 3911
2024
Q1 		$47K Buy
+11,135
New +$31.2K ﹤0.01% 3814
2023
Q4 		– Sell
-9,445
Closed -$40K – 3946
2023
Q3 		$40K Sell
9,445
-284
-3% -$1.57K ﹤0.01% 3843
2023
Q2 		$55.6K Sell
9,729
-502
-5% -$3.32K ﹤0.01% 3860
2023
Q1 		$83.5K Sell
10,231
-105,696
-91% -$1.01M ﹤0.01% 3846
2022
Q4 		$899K Buy
115,927
+109,111
+1,601% +$831K ﹤0.01% 3186
2022
Q3 		$70K Buy
6,816
+442
+7% +$7.55K ﹤0.01% 3870
2022
Q2 		$153K Buy
6,374
+1,730
+37% +$40.2K ﹤0.01% 3722
2022
Q1 		$103K Buy
+4,644
New +$102K ﹤0.01% 3847

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

Ameriprise's LU Position: Q2 2024 in Review

Ameriprise sold out of Lufax Holding (LU) in Q2 2024, closing a stake of 11,135 shares — an estimated $47K sold.

Ameriprise first reported a position in LU in Q1 2022 and held it in 8 quarters. The position peaked at $899K in Q4 2022. 113 funds tracked by Wall St. Rank hold LU as of Q2 2024.

  • Ameriprise reported no remaining Lufax Holding position as of Q2 2024 after selling out during the quarter.
  • Ameriprise sold 11,135 Lufax Holding shares in Q2 2024, an estimated $47K.
  • Ameriprise first reported a position in Lufax Holding in Q1 2022 and held it in 8 quarters.
  • Ameriprise's Lufax Holding position peaked at $899K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2024.

Based on Ameriprise's 13F filing for Q2 2024, filed 14 Aug 2024.