Massachusetts Financial Services
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Massachusetts Financial Services’s Lufax Holding LU Stock Holding History

Massachusetts Financial Services’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
Q2 		– Sell
-126,188
Closed -$1.03M – 853
2023
Q1 		$1.03M Buy
+126,188
New +$1.21M ﹤0.01% 756
2022
Q4 		– Sell
-182,460
Closed -$1.85M – 872
2022
Q3 		$1.85M Buy
+182,460
New +$3.12M ﹤0.01% 734

Other funds holding LU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Massachusetts Financial Services's LU Position: Q2 2023 in Review

Massachusetts Financial Services sold out of Lufax Holding (LU) in Q2 2023, closing a stake of 126,188 shares — an estimated $1.03M sold.

Massachusetts Financial Services first reported a position in LU in Q3 2022 and held it in 2 quarters. The position peaked at $1.85M in Q3 2022. 155 funds tracked by Wall St. Rank hold LU as of Q2 2023.

  • Massachusetts Financial Services reported no remaining Lufax Holding position as of Q2 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 126,188 Lufax Holding shares in Q2 2023, an estimated $1.03M.
  • Massachusetts Financial Services first reported a position in Lufax Holding in Q3 2022 and held it in 2 quarters.
  • Massachusetts Financial Services's Lufax Holding position peaked at $1.85M in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2023.

Based on Massachusetts Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.