Newbridge Financial Services Group’s Lufax Holding LU Stock Holding History

Newbridge Financial Services 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
2023 Q2	–	Sell	-1,000	Closed	-$8.16K	–	1407
2023 Q1	$8.16K	Hold	1,000	–	–	﹤0.01%	952
2022 Q4	$7.76K	Hold	1,000	–	–	﹤0.01%	971
2022 Q3	$10K	Hold	1,000	–	–	0.01%	885
2022 Q2	$24K	Hold	1,000	–	–	0.01%	607
2022 Q1	$22K	Hold	1,000	–	–	0.01%	703
2021 Q4	$23K	Hold	1,000	–	–	0.01%	685
2021 Q3	$28K	Sell	1,000 -751	-43%	-$24.9K	0.02%	571
2021 Q2	$79K	Hold	1,751	–	–	0.05%	324
2021 Q1	$102K	Sell	1,751 -85	-5%	-$5.22K	0.08%	251
2020 Q4	$104K	Buy	+1,836	New	+$110K	0.09%	220

Other funds holding LU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Oslo, Norway $935B AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Newbridge Financial Services Group's LU Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Lufax Holding (LU) in Q2 2023, closing a stake of 1,000 shares — an estimated $8.16K sold.

Newbridge Financial Services Group first reported a position in LU in Q4 2020 and held it in 10 quarters. The position peaked at $104K in Q4 2020. 155 funds tracked by Wall St. Rank hold LU as of Q2 2023.

Newbridge Financial Services Group reported no remaining Lufax Holding position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 1,000 Lufax Holding shares in Q2 2023, an estimated $8.16K.
Newbridge Financial Services Group first reported a position in Lufax Holding in Q4 2020 and held it in 10 quarters.
Newbridge Financial Services Group's Lufax Holding position peaked at $104K in Q4 2020.
155 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.