Macquarie Group
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Macquarie Group’s Lufax Holding LU Stock Holding History

Macquarie Group’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
2024
Q1 		– Sell
-32,066
Closed -$98.4K – 1926
2023
Q4 		$98.4K Sell
32,066
-1
-0% -$4 ﹤0.01% 1581
2023
Q3 		$136K Hold
32,067
– – ﹤0.01% 1557
2023
Q2 		$183K Sell
32,067
-215,530
-87% -$1.42M ﹤0.01% 1554
2023
Q1 		$2.02M Buy
247,597
+215,899
+681% +$2.07M ﹤0.01% 1165
2022
Q4 		$246K Sell
31,698
-18,154
-36% -$138K ﹤0.01% 1583
2022
Q3 		$506K Buy
49,852
+31,987
+179% +$546K ﹤0.01% 1526
2022
Q2 		$428K Buy
17,865
+9,010
+102% +$209K ﹤0.01% 1605
2022
Q1 		$197 Buy
+8,855
New +$195K ﹤0.01% 1812
2021
Q4 		– Sell
-4,445
Closed -$124K – 2629
2021
Q3 		$124K Sell
4,445
-1,626
-27% -$53.9K ﹤0.01% 1918
2021
Q2 		$275K Buy
6,071
+2,207
+57% +$111K ﹤0.01% 1752
2021
Q1 		$224K Hold
3,864
– – ﹤0.01% 1680
2020
Q4 		$219K Buy
+3,864
New +$231K ﹤0.01% 1638

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Macquarie Group's LU Position: Q1 2024 in Review

Macquarie Group sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 32,066 shares — an estimated $98.4K sold.

Macquarie Group first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $2.02M in Q1 2023. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Macquarie Group reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Macquarie Group sold 32,066 Lufax Holding shares in Q1 2024, an estimated $98.4K.
  • Macquarie Group first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Macquarie Group's Lufax Holding position peaked at $2.02M in Q1 2023.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Macquarie Group's 13F filing for Q1 2024, filed 14 May 2024.