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Boothbay Fund Management’s Lufax Holding LU Stock Holding History

Boothbay Fund Management’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
2023
Q1 		– Sell
-103,875
Closed -$806K – 2356
2022
Q4 		$806K Buy
+103,875
New +$791K 0.02% 995
2022
Q3 		– Sell
-5,706
Closed -$137K – 2444
2022
Q2 		$137K Buy
+5,706
New +$133K ﹤0.01% 1903

Other funds holding LU

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boothbay Fund Management's LU Position: Q1 2023 in Review

Boothbay Fund Management sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 103,875 shares — an estimated $806K sold.

Boothbay Fund Management first reported a position in LU in Q2 2022 and held it in 2 quarters. The position peaked at $806K in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

  • Boothbay Fund Management reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
  • Boothbay Fund Management sold 103,875 Lufax Holding shares in Q1 2023, an estimated $806K.
  • Boothbay Fund Management first reported a position in Lufax Holding in Q2 2022 and held it in 2 quarters.
  • Boothbay Fund Management's Lufax Holding position peaked at $806K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Boothbay Fund Management's 13F filing for Q1 2023, filed 15 May 2023.