Bleakley Financial Group’s Lufax Holding LU Stock Holding History

Bleakley Financial Group’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 Q3	–	Sell	-33,637	Closed	-$79.7K	–	1064
2024 Q2	$79.7K	Buy	+33,637	New	+$128K	﹤0.01%	963

Other funds holding LU

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

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bleakley Financial Group's LU Position: Q3 2024 in Review

Bleakley Financial Group sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 33,637 shares — an estimated $79.7K sold.

Bleakley Financial Group first reported a position in LU in Q2 2024 and held it in 1 quarter. The position peaked at $79.7K in Q2 2024. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

Bleakley Financial Group reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
Bleakley Financial Group sold 33,637 Lufax Holding shares in Q3 2024, an estimated $79.7K.
Bleakley Financial Group first reported a position in Lufax Holding in Q2 2024 and held it in 1 quarter.
Bleakley Financial Group's Lufax Holding position peaked at $79.7K in Q2 2024.
116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on Bleakley Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.