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McDonough Capital Management’s Lufax Holding LU Stock Holding History

McDonough Capital 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
2024
Q3 		– Sell
-14,846
Closed -$35.2K – 47
2024
Q2 		$35.2K Buy
+14,846
New +$56.6K 0.03% 44

Other funds holding LU

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

McDonough Capital Management's LU Position: Q3 2024 in Review

McDonough Capital Management sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 14,846 shares — an estimated $35.2K sold.

McDonough Capital Management first reported a position in LU in Q2 2024 and held it in 1 quarter. The position peaked at $35.2K in Q2 2024. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

  • McDonough Capital Management reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
  • McDonough Capital Management sold 14,846 Lufax Holding shares in Q3 2024, an estimated $35.2K.
  • McDonough Capital Management first reported a position in Lufax Holding in Q2 2024 and held it in 1 quarter.
  • McDonough Capital Management's Lufax Holding position peaked at $35.2K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on McDonough Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.