Artisan Partners
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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
-220,037
Closed -$933K – 349
2023
Q3 		$933K Sell
220,037
-583,381
-73% -$3.23M ﹤0.01% 303
2023
Q2 		$4.6M Buy
803,418
+94,763
+13% +$626K 0.01% 288
2023
Q1 		$5.78M Buy
+708,655
New +$6.79M 0.01% 297

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
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 220,037 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 220,037 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.