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Marshall Wace Asia’s Lufax Holding LU Stock Holding History

Marshall Wace Asia’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
2021
Q3 		$2.92M Sell
104,466
-121,650
-54% -$4.04M 0.07% 86
2021
Q2 		$10.2M Buy
226,116
+218,526
+2,879% +$11M 0.22% 81
2021
Q1 		$441K Buy
7,590
+3,053
+67% +$188K 0.01% 124
2020
Q4 		$258K Buy
+4,537
New +$272K ﹤0.01% 146

Other funds holding LU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace Asia's LU Position: Q3 2021 in Review

Marshall Wace Asia reduced its Lufax Holding (LU) stake by 54% in Q3 2021, selling an estimated $4.04M and leaving 104,466 shares worth $2.92M. The position accounts for 0.07% of the portfolio, ranked #86.

Marshall Wace Asia first reported a position in LU in Q4 2020 and has held it in 4 quarters since. The position peaked at $10.2M in Q2 2021. 128 funds tracked by Wall St. Rank hold LU as of Q3 2021.

  • Marshall Wace Asia held 104,466 shares of Lufax Holding worth $2.92M as of Q3 2021.
  • Marshall Wace Asia sold 121,650 Lufax Holding shares in Q3 2021, an estimated $4.04M.
  • Lufax Holding made up 0.07% of Marshall Wace Asia's portfolio in Q3 2021, its #86 holding.
  • Marshall Wace Asia first reported a position in Lufax Holding in Q4 2020 and has held it in 4 quarters since.
  • Marshall Wace Asia's Lufax Holding position peaked at $10.2M in Q2 2021.
  • 128 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2021.

Based on Marshall Wace Asia's 13F filing for Q3 2021, filed 15 Nov 2021.