Canada Life
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Canada Life’s Lufax Holding LU Stock Holding History

Canada Life’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
Q4 		– Sell
-220,103
Closed -$933K – 2196
2023
Q3 		$933K Sell
220,103
-43,850
-17% -$243K ﹤0.01% 1502
2023
Q2 		$1.49M Sell
263,953
-314,075
-54% -$2.08M ﹤0.01% 1342
2023
Q1 		$4.72M Buy
578,028
+625
+0.1% +$5.99K 0.01% 772
2022
Q4 		$4.53M Buy
577,403
+244,700
+74% +$1.86M 0.01% 778
2022
Q3 		$3.34M Sell
332,703
-29,050
-8% -$496K 0.01% 869
2022
Q2 		$8.67M Buy
361,753
+42,950
+13% +$997K 0.02% 556
2022
Q1 		$7.47M Buy
318,803
+119,725
+60% +$2.64M 0.02% 655
2021
Q4 		$4.47M Buy
199,078
+81,453
+69% +$2.13M 0.01% 783
2021
Q3 		$3.31M Buy
117,625
+29,600
+34% +$982K 0.01% 872
2021
Q2 		$3.98M Buy
88,025
+52,400
+147% +$2.64M 0.01% 786
2021
Q1 		$2.06M Buy
35,625
+1,275
+4% +$78.3K 0.01% 1126
2020
Q4 		$1.95M Buy
+34,350
New +$2.06M ﹤0.01% 1156

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Canada Life's LU Position: Q4 2023 in Review

Canada Life sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 220,103 shares — an estimated $933K sold.

Canada Life first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $8.67M in Q2 2022. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Canada Life reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Canada Life sold 220,103 Lufax Holding shares in Q4 2023, an estimated $933K.
  • Canada Life first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Canada Life's Lufax Holding position peaked at $8.67M in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Canada Life's 13F filing for Q4 2023, filed 13 Feb 2024.