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Brinker Capital Investments’s Lufax Holding LU Stock Holding History

Brinker Capital Investments’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
2022
Q3 		– Sell
-39,230
Closed -$942K – 1365
2022
Q2 		$942K Buy
39,230
+10,460
+36% +$243K 0.02% 770
2022
Q1 		$641K Sell
28,770
-11,364
-28% -$250K 0.01% 955
2021
Q4 		$904K Buy
40,134
+27,819
+226% +$729K 0.01% 854
2021
Q3 		$557K Hold
12,315
– – 0.01% 946
2021
Q2 		$557K Buy
+12,315
New +$621K 0.01% 997

Other funds holding LU

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brinker Capital Investments's LU Position: Q3 2022 in Review

Brinker Capital Investments sold out of Lufax Holding (LU) in Q3 2022, closing a stake of 39,230 shares — an estimated $942K sold.

Brinker Capital Investments first reported a position in LU in Q2 2021 and held it in 5 quarters. The position peaked at $942K in Q2 2022. 155 funds tracked by Wall St. Rank hold LU as of Q3 2022.

  • Brinker Capital Investments reported no remaining Lufax Holding position as of Q3 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 39,230 Lufax Holding shares in Q3 2022, an estimated $942K.
  • Brinker Capital Investments first reported a position in Lufax Holding in Q2 2021 and held it in 5 quarters.
  • Brinker Capital Investments's Lufax Holding position peaked at $942K in Q2 2022.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2022.

Based on Brinker Capital Investments's 13F filing for Q3 2022, filed 1 Nov 2022.