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Cresset Asset Management’s Lufax Holding LU Stock Holding History

Cresset Asset Management’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
Q3 		– Sell
-3,432
Closed -$19.6K – 1905
2023
Q2 		$19.6K Buy
+3,432
New +$22.7K ﹤0.01% 1880

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Cresset Asset Management's LU Position: Q3 2023 in Review

Cresset Asset Management sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 3,432 shares — an estimated $19.6K sold.

Cresset Asset Management first reported a position in LU in Q2 2023 and held it in 1 quarter. The position peaked at $19.6K in Q2 2023. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

  • Cresset Asset Management reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
  • Cresset Asset Management sold 3,432 Lufax Holding shares in Q3 2023, an estimated $19.6K.
  • Cresset Asset Management first reported a position in Lufax Holding in Q2 2023 and held it in 1 quarter.
  • Cresset Asset Management's Lufax Holding position peaked at $19.6K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on Cresset Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.