Institutional & Family Asset Management’s LexinFintech Holdings LX Stock Holding History

Institutional & Family Asset Management’s Portfolio LX Stock Details LX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,500	Closed	-$15K	–	868
2021 Q3	$15K	Buy	2,500 +1,500	+150%	+$11.6K	﹤0.01%	490
2021 Q2	$12K	Buy	+1,000	New	+$10.1K	﹤0.01%	562
2021 Q1	–	Sell	-8,000	Closed	-$54K	–	971
2020 Q4	$54K	Hold	8,000	–	–	0.01%	314
2020 Q3	$55K	Buy	8,000 +7,900	+7,900%	+$68.7K	0.01%	281
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	787
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	753
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	819
2019 Q3	$1K	Sell	100 -20	-17%	-$218	﹤0.01%	791
2019 Q2	$1K	Hold	120	–	–	﹤0.01%	808
2019 Q1	$1K	Hold	120	–	–	﹤0.01%	798
2018 Q4	$1K	Hold	120	–	–	﹤0.01%	776
2018 Q3	$1K	Buy	120 +100	+500%	+$1.13K	﹤0.01%	810
2018 Q2	$0	Buy	+20	New	+$305	﹤0.01%	866

Other funds holding LX

OCM

OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Institutional & Family Asset Management's LX Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of LexinFintech Holdings (LX) in Q4 2021, closing a stake of 2,500 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in LX in Q2 2018 and held it in 13 quarters. The position peaked at $55K in Q3 2020. 96 funds tracked by Wall St. Rank hold LX as of Q4 2021.

Institutional & Family Asset Management reported no remaining LexinFintech Holdings position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 2,500 LexinFintech Holdings shares in Q4 2021, an estimated $15K.
Institutional & Family Asset Management first reported a position in LexinFintech Holdings in Q2 2018 and held it in 13 quarters.
Institutional & Family Asset Management's LexinFintech Holdings position peaked at $55K in Q3 2020.
96 funds tracked by Wall St. Rank held LexinFintech Holdings as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.