Bank of Montreal’s Lufax Holding LU Stock Holding History

Bank of Montreal’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
2021 Q2	–	Sell	-14,836	Closed	-$852K	–	4391
2021 Q1	$852K	Sell	14,836 -1,500	-9%	-$92.1K	﹤0.01%	2315
2020 Q4	$947K	Buy	+16,336	New	+$978K	﹤0.01%	2284

Other funds holding LU

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

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

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

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

FCM

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

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

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

KFA

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal's LU Position: Q2 2021 in Review

Bank of Montreal sold out of Lufax Holding (LU) in Q2 2021, closing a stake of 14,836 shares — an estimated $852K sold.

Bank of Montreal first reported a position in LU in Q4 2020 and held it in 2 quarters. The position peaked at $947K in Q4 2020. 144 funds tracked by Wall St. Rank hold LU as of Q2 2021.

Bank of Montreal reported no remaining Lufax Holding position as of Q2 2021 after selling out during the quarter.
Bank of Montreal sold 14,836 Lufax Holding shares in Q2 2021, an estimated $852K.
Bank of Montreal first reported a position in Lufax Holding in Q4 2020 and held it in 2 quarters.
Bank of Montreal's Lufax Holding position peaked at $947K in Q4 2020.
144 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.