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Eaton Vance Management’s Lufax Holding LU Stock Holding History

Eaton Vance 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
2022
Q3 		$85K Buy
8,341
+3,834
+85% +$65.5K ﹤0.01% 1522
2022
Q2 		$108K Buy
+4,507
New +$105K ﹤0.01% 1544

Other funds holding LU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Eaton Vance Management's LU Position: Q3 2022 in Review

Eaton Vance Management increased its Lufax Holding (LU) stake by 85% in Q3 2022, buying an estimated $65.5K and bringing the position to 8,341 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Eaton Vance Management first reported a position in LU in Q2 2022 and has held it in 2 quarters since. The position peaked at $108K in Q2 2022. 155 funds tracked by Wall St. Rank hold LU as of Q3 2022.

  • Eaton Vance Management held 8,341 shares of Lufax Holding worth $85K as of Q3 2022.
  • Eaton Vance Management bought 3,834 Lufax Holding shares in Q3 2022, an estimated $65.5K.
  • Lufax Holding made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1522 holding.
  • Eaton Vance Management first reported a position in Lufax Holding in Q2 2022 and has held it in 2 quarters since.
  • Eaton Vance Management's Lufax Holding position peaked at $108K in Q2 2022.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.