IFM Investors’s Lufax Holding LU Stock Holding History

IFM Investors’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	-7,828	Closed	-$33.2K	–	607
2023 Q3	$33.2K	Hold	7,828	–	–	﹤0.01%	640
2023 Q2	$44.8K	Hold	7,828	–	–	﹤0.01%	638
2023 Q1	$63.9K	Buy	7,828 +513	+7%	+$4.92K	﹤0.01%	623
2022 Q4	$56.8K	Hold	7,315	–	–	﹤0.01%	622
2022 Q3	$74K	Sell	7,315 -3,862	-35%	-$65.9K	﹤0.01%	639
2022 Q2	$268K	Buy	11,177 +5,344	+92%	+$124K	﹤0.01%	631
2022 Q1	$130K	Buy	+5,833	New	+$128K	﹤0.01%	642

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFM Investors's LU Position: Q4 2023 in Review

IFM Investors sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 7,828 shares — an estimated $33.2K sold.

IFM Investors first reported a position in LU in Q1 2022 and held it in 7 quarters. The position peaked at $268K in Q2 2022. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

IFM Investors reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
IFM Investors sold 7,828 Lufax Holding shares in Q4 2023, an estimated $33.2K.
IFM Investors first reported a position in Lufax Holding in Q1 2022 and held it in 7 quarters.
IFM Investors's Lufax Holding position peaked at $268K in Q2 2022.
121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.