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GTS Securities’s Lufax Holding LU Stock Holding History

GTS Securities’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
2024
Q4 		– Sell
-33,700
Closed -$118K – 2873
2024
Q3 		$118K Buy
33,700
+6,500
+24% +$17K ﹤0.01% 3773
2024
Q2 		$64.5K Sell
27,200
-8,700
-24% -$33.2K ﹤0.01% 3683
2024
Q1 		$151K Buy
+35,900
New +$101K ﹤0.01% 3433
2023
Q4 		– Sell
-5,925
Closed -$25.1K – 4252
2023
Q3 		$25.1K Buy
+5,925
New +$32.8K ﹤0.01% 3781

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

GTS Securities's LU Position: Q4 2023 in Review

GTS Securities sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 4,171 shares — an estimated $17.7K sold.

GTS Securities first reported a position in LU in Q3 2023 and held it in 1 quarter. The position peaked at $17.7K in Q3 2023. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • GTS Securities reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • GTS Securities sold 4,171 Lufax Holding shares in Q4 2023, an estimated $17.7K.
  • GTS Securities first reported a position in Lufax Holding in Q3 2023 and held it in 1 quarter.
  • GTS Securities's Lufax Holding position peaked at $17.7K in Q3 2023.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on GTS Securities's 13F filing for Q4 2023, filed 15 Feb 2024.