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Guggenheim Capital’s Lufax Holding LU Stock Holding History

Guggenheim Capital’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
Q4 		– Sell
-3,732
Closed -$15.8K – 1919
2023
Q3 		$15.8K Buy
3,732
+43
+1% +$238 ﹤0.01% 1833
2023
Q2 		$21.1K Buy
3,689
+8
+0.2% +$53 ﹤0.01% 1860
2023
Q1 		$30K Buy
3,681
+674
+22% +$6.46K ﹤0.01% 1905
2022
Q4 		$23.3K Buy
+3,007
New +$22.9K ﹤0.01% 1908

Other funds holding LU

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital's LU Position: Q4 2023 in Review

Guggenheim Capital sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 3,732 shares — an estimated $15.8K sold.

Guggenheim Capital first reported a position in LU in Q4 2022 and held it in 4 quarters. The position peaked at $30K in Q1 2023. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Guggenheim Capital reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Guggenheim Capital sold 3,732 Lufax Holding shares in Q4 2023, an estimated $15.8K.
  • Guggenheim Capital first reported a position in Lufax Holding in Q4 2022 and held it in 4 quarters.
  • Guggenheim Capital's Lufax Holding position peaked at $30K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Guggenheim Capital's 13F filing for Q4 2023, filed 14 Feb 2024.