AtonRa Partners’s Lufax Holding LU Stock Holding History

AtonRa 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
2022 Q1	–	Sell	-20,635	Closed	-$465K	–	119
2021 Q4	$465K	Buy	20,635 +2,391	+13%	+$62.6K	0.16%	109
2021 Q3	$509K	Buy	18,244 +305	+2%	+$10.1K	0.17%	112
2021 Q2	$811K	Buy	17,939 +1,560	+10%	+$78.6K	0.3%	106
2021 Q1	$951K	Buy	+16,379	New	+$1.01M	0.42%	90

Other funds holding LU

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

ASGS

Alpha Square Group S New York $103M AUM 63.47% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AtonRa Partners's LU Position: Q1 2022 in Review

AtonRa Partners sold out of Lufax Holding (LU) in Q1 2022, closing a stake of 20,635 shares — an estimated $465K sold.

AtonRa Partners first reported a position in LU in Q1 2021 and held it in 4 quarters. The position peaked at $951K in Q1 2021. 140 funds tracked by Wall St. Rank hold LU as of Q1 2022.

AtonRa Partners reported no remaining Lufax Holding position as of Q1 2022 after selling out during the quarter.
AtonRa Partners sold 20,635 Lufax Holding shares in Q1 2022, an estimated $465K.
AtonRa Partners first reported a position in Lufax Holding in Q1 2021 and held it in 4 quarters.
AtonRa Partners's Lufax Holding position peaked at $951K in Q1 2021.
140 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2022.

Based on AtonRa Partners's 13F filing for Q1 2022, filed 16 May 2022.