Capstone Investment Advisors
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Capstone Investment Advisors’s Lufax Holding LU Stock Holding History

Capstone Investment Advisors’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
-33,564
Closed -$79.5K – 2086
2024
Q2 		$79.5K Sell
33,564
-503
-1% -$1.92K ﹤0.01% 1911
2024
Q1 		$144K Sell
34,067
-67,857
-67% -$190K ﹤0.01% 2082
2023
Q4 		$313K Buy
101,924
+56,469
+124% +$210K ﹤0.01% 1574
2023
Q3 		$193K Buy
45,455
+29,964
+193% +$166K ﹤0.01% 1824
2023
Q2 		$88.6K Buy
+15,491
New +$102K ﹤0.01% 1710

Other funds holding LU

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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
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Capstone Investment Advisors's LU Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 33,564 shares — an estimated $79.5K sold.

Capstone Investment Advisors first reported a position in LU in Q2 2023 and held it in 5 quarters. The position peaked at $313K in Q4 2023. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 33,564 Lufax Holding shares in Q3 2024, an estimated $79.5K.
  • Capstone Investment Advisors first reported a position in Lufax Holding in Q2 2023 and held it in 5 quarters.
  • Capstone Investment Advisors's Lufax Holding position peaked at $313K in Q4 2023.
  • 116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.