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Moneta Group Investment Advisors’s Lufax Holding LU Stock Holding History

Moneta Group Investment Advisors’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
-3,027
Closed -$24.7K – 558
2023
Q1 		$24.7K Buy
+3,027
New +$29K ﹤0.01% 531

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

Moneta Group Investment Advisors's LU Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of Lufax Holding (LU) in Q2 2023, closing a stake of 3,027 shares — an estimated $24.7K sold.

Moneta Group Investment Advisors first reported a position in LU in Q1 2023 and held it in 1 quarter. The position peaked at $24.7K in Q1 2023. 155 funds tracked by Wall St. Rank hold LU as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining Lufax Holding position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,027 Lufax Holding shares in Q2 2023, an estimated $24.7K.
  • Moneta Group Investment Advisors first reported a position in Lufax Holding in Q1 2023 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Lufax Holding position peaked at $24.7K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.