Artisan Partners’s Lufax Holding LU Stock Holding History

Artisan Partners’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	-22,004	Closed	-$933K	–	349
2023 Q3	$933K	Sell	22,004 -58,338	-73%	-$3.23M	﹤0.01%	303
2023 Q2	$4.6M	Buy	80,342 +9,476	+13%	+$626K	0.01%	288
2023 Q1	$5.78M	Buy	+70,866	New	+$6.79M	0.01%	297

Other funds holding LU

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

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 $83.2B AUM 35.34% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Artisan Partners's LU Position: Q4 2023 in Review

Artisan Partners sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 22,004 shares — an estimated $933K sold.

Artisan Partners first reported a position in LU in Q1 2023 and held it in 3 quarters. The position peaked at $5.78M in Q1 2023. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

Artisan Partners reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
Artisan Partners sold 22,004 Lufax Holding shares in Q4 2023, an estimated $933K.
Artisan Partners first reported a position in Lufax Holding in Q1 2023 and held it in 3 quarters.
Artisan Partners's Lufax Holding position peaked at $5.78M in Q1 2023.
121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Artisan Partners's 13F filing for Q4 2023, filed 12 Feb 2024.