Capital Fund Management (CFM)
LU icon

Capital Fund Management (CFM)’s Lufax Holding LU Stock Holding History

Capital Fund Management (CFM)’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
Q4 		– Sell
-61,489
Closed -$625K – 1526
2022
Q3 		$625K Buy
61,489
+44,373
+259% +$758K ﹤0.01% 1221
2022
Q2 		$411K Sell
17,116
-30,579
-64% -$710K ﹤0.01% 1288
2022
Q1 		$1.06M Buy
+47,695
New +$1.05M 0.01% 1137

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Fund Management (CFM)'s LU Position: Q4 2022 in Review

Capital Fund Management (CFM) sold out of Lufax Holding (LU) in Q4 2022, closing a stake of 61,489 shares — an estimated $625K sold.

Capital Fund Management (CFM) first reported a position in LU in Q1 2022 and held it in 3 quarters. The position peaked at $1.06M in Q1 2022. 166 funds tracked by Wall St. Rank hold LU as of Q4 2022.

  • Capital Fund Management (CFM) reported no remaining Lufax Holding position as of Q4 2022 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 61,489 Lufax Holding shares in Q4 2022, an estimated $625K.
  • Capital Fund Management (CFM) first reported a position in Lufax Holding in Q1 2022 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s Lufax Holding position peaked at $1.06M in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2022.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2022, filed 13 Feb 2023.