First Trust Advisors’s Lufax Holding LU Stock Holding History

First Trust Advisors’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	-71,959	Closed	-$558K	–	2426
2022 Q4	$558K	Buy	71,959 +34,767	+93%	+$265K	﹤0.01%	2153
2022 Q3	$378K	Sell	37,192 -5,122	-12%	-$87.5K	﹤0.01%	2292
2022 Q2	$1.02M	Buy	42,314 +13,245	+46%	+$308K	﹤0.01%	1980
2022 Q1	$648K	Sell	29,069 -1,352	-4%	-$29.8K	﹤0.01%	2188
2021 Q4	$685K	Buy	30,421 +9,736	+47%	+$255K	﹤0.01%	2191
2021 Q3	$578K	Sell	20,685 -12,186	-37%	-$404K	﹤0.01%	2236
2021 Q2	$1.49M	Buy	+32,871	New	+$1.66M	﹤0.01%	1925

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

First Trust Advisors's LU Position: Q1 2023 in Review

First Trust Advisors sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 71,959 shares — an estimated $558K sold.

First Trust Advisors first reported a position in LU in Q2 2021 and held it in 7 quarters. The position peaked at $1.49M in Q2 2021. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

First Trust Advisors reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
First Trust Advisors sold 71,959 Lufax Holding shares in Q1 2023, an estimated $558K.
First Trust Advisors first reported a position in Lufax Holding in Q2 2021 and held it in 7 quarters.
First Trust Advisors's Lufax Holding position peaked at $1.49M in Q2 2021.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on First Trust Advisors's 13F filing for Q1 2023, filed 15 May 2023.