Garden State Investment Advisory Services’s Lufax Holding LU Stock Holding History

Garden State Investment Advisory Services’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	-58,609	Closed	-$335K	–	234
2023 Q2	$335K	Buy	58,609 +22,031	+60%	+$146K	0.13%	131
2023 Q1	$298K	Buy	36,578 +13,543	+59%	+$130K	0.13%	138
2022 Q4	$179K	Buy	+23,035	New	+$175K	0.11%	175

Other funds holding LU

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Garden State Investment Advisory Services's LU Position: Q3 2023 in Review

Garden State Investment Advisory Services sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 58,609 shares — an estimated $335K sold.

Garden State Investment Advisory Services first reported a position in LU in Q4 2022 and held it in 3 quarters. The position peaked at $335K in Q2 2023. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

Garden State Investment Advisory Services reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
Garden State Investment Advisory Services sold 58,609 Lufax Holding shares in Q3 2023, an estimated $335K.
Garden State Investment Advisory Services first reported a position in Lufax Holding in Q4 2022 and held it in 3 quarters.
Garden State Investment Advisory Services's Lufax Holding position peaked at $335K in Q2 2023.
146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.