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International Assets Investment Management’s Lufax Holding LU Stock Holding History

International Assets Investment Management’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
Q1 		– Sell
-31,500
Closed -$244K – 1283
2022
Q4 		$244K Buy
+31,500
New +$240K 0.03% 546

Other funds holding LU

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
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
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

International Assets Investment Management's LU Position: Q1 2023 in Review

International Assets Investment Management sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 31,500 shares — an estimated $244K sold.

International Assets Investment Management first reported a position in LU in Q4 2022 and held it in 1 quarter. The position peaked at $244K in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

  • International Assets Investment Management reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
  • International Assets Investment Management sold 31,500 Lufax Holding shares in Q1 2023, an estimated $244K.
  • International Assets Investment Management first reported a position in Lufax Holding in Q4 2022 and held it in 1 quarter.
  • International Assets Investment Management's Lufax Holding position peaked at $244K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on International Assets Investment Management's 13F filing for Q1 2023, filed 19 Apr 2023.