Fiduciary Alliance’s Lufax Holding LU Stock Holding History

Fiduciary Alliance’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 Q1	–	Sell	-43	Closed	-$336	–	550
2022 Q4	$336	Buy	+43	New	+$327	﹤0.01%	872

Other funds holding LU

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiduciary Alliance's LU Position: Q1 2023 in Review

Fiduciary Alliance sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 43 shares — an estimated $336 sold.

Fiduciary Alliance first reported a position in LU in Q4 2022 and held it in 1 quarter. The position peaked at $336 in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

Fiduciary Alliance reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 43 Lufax Holding shares in Q1 2023, an estimated $336.
Fiduciary Alliance first reported a position in Lufax Holding in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Lufax Holding position peaked at $336 in Q4 2022.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.