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Global Retirement Partners’s Lufax Holding LU Stock Holding History

Global Retirement Partners’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
-536
Closed -$3.37K – 3229
2023
Q1 		$3.37K Sell
536
-449
-46% -$4.3K ﹤0.01% 2306
2022
Q4 		$7.64K Sell
985
-1,268
-56% -$9.66K ﹤0.01% 1879
2022
Q3 		$14K Buy
2,253
+1,914
+565% +$32.7K ﹤0.01% 1542
2022
Q2 		$8K Hold
339
– – ﹤0.01% 1735
2022
Q1 		$8K Buy
+339
New +$7.47K ﹤0.01% 1716

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Baillie Gifford & Co
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FCM
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BAMCO Inc
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YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Global Retirement Partners's LU Position: Q2 2023 in Review

Global Retirement Partners sold out of Lufax Holding (LU) in Q2 2023, closing a stake of 536 shares — an estimated $3.37K sold.

Global Retirement Partners first reported a position in LU in Q1 2022 and held it in 5 quarters. The position peaked at $14K in Q3 2022. 155 funds tracked by Wall St. Rank hold LU as of Q2 2023.

  • Global Retirement Partners reported no remaining Lufax Holding position as of Q2 2023 after selling out during the quarter.
  • Global Retirement Partners sold 536 Lufax Holding shares in Q2 2023, an estimated $3.37K.
  • Global Retirement Partners first reported a position in Lufax Holding in Q1 2022 and held it in 5 quarters.
  • Global Retirement Partners's Lufax Holding position peaked at $14K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2023.

Based on Global Retirement Partners's 13F filing for Q2 2023, filed 20 Jul 2023.