Cerity Partners
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Cerity Partners’s Lufax Holding LU Stock Holding History

Cerity Partners’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
Q2 		– Sell
-10,077
Closed -$42.5K – 2328
2024
Q1 		$42.5K Buy
+10,077
New +$28.2K ﹤0.01% 2255
2023
Q3 		– Sell
-6,739
Closed -$38.5K – 1582
2023
Q2 		$38.5K Buy
6,739
+4,031
+149% +$26.6K ﹤0.01% 1584
2023
Q1 		$22.1K Buy
+2,708
New +$26K ﹤0.01% 1821

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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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Cerity Partners's LU Position: Q2 2024 in Review

Cerity Partners sold out of Lufax Holding (LU) in Q2 2024, closing a stake of 10,077 shares — an estimated $42.5K sold.

Cerity Partners first reported a position in LU in Q1 2023 and held it in 3 quarters. The position peaked at $42.5K in Q1 2024. 113 funds tracked by Wall St. Rank hold LU as of Q2 2024.

  • Cerity Partners reported no remaining Lufax Holding position as of Q2 2024 after selling out during the quarter.
  • Cerity Partners sold 10,077 Lufax Holding shares in Q2 2024, an estimated $42.5K.
  • Cerity Partners first reported a position in Lufax Holding in Q1 2023 and held it in 3 quarters.
  • Cerity Partners's Lufax Holding position peaked at $42.5K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.