BAMCO Inc
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BAMCO Inc’s Lufax Holding LU Stock Holding History

BAMCO Inc’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
-1,453,122
Closed -$6.13M – 339
2024
Q1 		$6.13M Sell
1,453,122
-3,153,098
-68% -$8.83M 0.02% 257
2023
Q4 		$14.1M Buy
4,606,220
+2,046
+0% +$7.62K 0.04% 219
2023
Q3 		$19.5M Buy
4,604,174
+832,603
+22% +$4.61M 0.06% 195
2023
Q2 		$21.6M Buy
3,771,571
+1,612,756
+75% +$10.7M 0.06% 192
2023
Q1 		$17.6M Buy
2,158,815
+148,927
+7% +$1.43M 0.05% 200
2022
Q4 		$15.6M Buy
2,009,888
+57,720
+3% +$440K 0.05% 199
2022
Q3 		$19.8M Buy
1,952,168
+520,597
+36% +$8.89M 0.06% 197
2022
Q2 		$34.4M Buy
+1,431,571
New +$33.2M 0.11% 148
2021
Q3 		– Sell
-810,814
Closed -$36.6M – 406
2021
Q2 		$36.6M Sell
810,814
-482,992
-37% -$24.3M 0.08% 188
2021
Q1 		$75.1M Buy
1,293,806
+162,875
+14% +$10M 0.19% 115
2020
Q4 		$64.2M Buy
+1,130,931
New +$67.7M 0.16% 125

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

BAMCO Inc's LU Position: Q2 2024 in Review

BAMCO Inc sold out of Lufax Holding (LU) in Q2 2024, closing a stake of 1,453,122 shares — an estimated $6.13M sold.

BAMCO Inc first reported a position in LU in Q4 2020 and held it in 11 quarters. The position peaked at $75.1M in Q1 2021. 113 funds tracked by Wall St. Rank hold LU as of Q2 2024.

  • BAMCO Inc reported no remaining Lufax Holding position as of Q2 2024 after selling out during the quarter.
  • BAMCO Inc sold 1,453,122 Lufax Holding shares in Q2 2024, an estimated $6.13M.
  • BAMCO Inc first reported a position in Lufax Holding in Q4 2020 and held it in 11 quarters.
  • BAMCO Inc's Lufax Holding position peaked at $75.1M in Q1 2021.
  • 113 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2024.

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