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Berman Capital Advisors’s Lufax Holding LU Stock Holding History

Berman Capital Advisors’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
Q3 		$2K Buy
103
+90
+692% +$2.99K ﹤0.01% 1704
2021
Q2 		$0 Buy
13
+3
+30% +$151 ﹤0.01% 1977
2021
Q1 		$0 Buy
+10
New +$614 ﹤0.01% 1841

Other funds holding LU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
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
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berman Capital Advisors's LU Position: Q3 2021 in Review

Berman Capital Advisors increased its Lufax Holding (LU) stake by 692% in Q3 2021, buying an estimated $2.99K and bringing the position to 103 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Berman Capital Advisors first reported a position in LU in Q1 2021 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold LU as of Q3 2021.

  • Berman Capital Advisors held 103 shares of Lufax Holding worth $2K as of Q3 2021.
  • Berman Capital Advisors bought 90 Lufax Holding shares in Q3 2021, an estimated $2.99K.
  • Lufax Holding made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1704 holding.
  • Berman Capital Advisors first reported a position in Lufax Holding in Q1 2021 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.