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Cutler Group’s Lufax Holding LU Stock Holding History

Cutler Group’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
Q2 		– Sell
-39,900
Closed -$11K – 3923
2023
Q1 		$11K Buy
39,900
+33,650
+538% +$323K ﹤0.01% 2275
2022
Q4 		$10K Buy
+6,250
New +$47.6K ﹤0.01% 2700
2022
Q1 		– Sell
-7,875
Closed -$8K – 5730
2021
Q4 		$8K Buy
7,875
+3,400
+76% +$89.1K ﹤0.01% 3866
2021
Q3 		$5K Sell
4,475
-6,225
-58% -$207K ﹤0.01% 4468
2021
Q2 		$23K Buy
10,700
+5,325
+99% +$268K ﹤0.01% 3186
2021
Q1 		$11K Buy
5,375
+3,600
+203% +$221K ﹤0.01% 3729
2020
Q4 		$37K Buy
+1,775
New +$106K ﹤0.01% 2217

Other funds holding LU

Baillie Gifford & Co
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cutler Group's LU Position: Q1 2024 in Review

Cutler Group sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 21 shares.

Cutler Group first reported a position in LU in Q4 2020 and held it in 8 quarters. The position peaked at $125K in Q1 2021. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Cutler Group reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 21 Lufax Holding shares in Q1 2024.
  • Cutler Group first reported a position in Lufax Holding in Q4 2020 and held it in 8 quarters.
  • Cutler Group's Lufax Holding position peaked at $125K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.