Mackenzie Financial’s Lufax Holding LU Stock Holding History

Mackenzie Financial’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	-3,973	Closed	-$30.8K	–	1575
2022 Q4	$30.8K	Buy	+3,973	New	+$30.3K	﹤0.01%	1379

Other funds holding LU

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Mackenzie Financial's LU Position: Q1 2023 in Review

Mackenzie Financial sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 3,973 shares — an estimated $30.8K sold.

Mackenzie Financial first reported a position in LU in Q4 2022 and held it in 1 quarter. The position peaked at $30.8K in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

Mackenzie Financial reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
Mackenzie Financial sold 3,973 Lufax Holding shares in Q1 2023, an estimated $30.8K.
Mackenzie Financial first reported a position in Lufax Holding in Q4 2022 and held it in 1 quarter.
Mackenzie Financial's Lufax Holding position peaked at $30.8K in Q4 2022.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.