Ontario Teachers' Pension Plan Board’s Lufax Holding LU Stock Holding History

Ontario Teachers' Pension Plan Board’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
2022 Q2	–	Sell	-180,498	Closed	-$4.02M	–	498
2022 Q1	$4.02M	Hold	180,498	–	–	0.05%	37
2021 Q4	$4.07M	Sell	180,498 -175,000	-49%	-$4.59M	0.05%	34
2021 Q3	$9.93M	Sell	355,498 -125,000	-26%	-$4.15M	0.04%	46
2021 Q2	$21.7M	Hold	480,498	–	–	0.27%	37
2021 Q1	$27.9M	Sell	480,498 -91,322	-16%	-$5.61M	0.31%	45
2020 Q4	$32.5M	Buy	+571,820	New	+$34.2M	0.38%	37

Other funds holding LU

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ASGS

Alpha Square Group S New York $103M AUM 63.47% 1-Year Est. Return

Ontario Teachers' Pension Plan Board's LU Position: Q2 2022 in Review

Ontario Teachers' Pension Plan Board sold out of Lufax Holding (LU) in Q2 2022, closing a stake of 180,498 shares — an estimated $4.02M sold.

Ontario Teachers' Pension Plan Board first reported a position in LU in Q4 2020 and held it in 6 quarters. The position peaked at $32.5M in Q4 2020. 163 funds tracked by Wall St. Rank hold LU as of Q2 2022.

Ontario Teachers' Pension Plan Board reported no remaining Lufax Holding position as of Q2 2022 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 180,498 Lufax Holding shares in Q2 2022, an estimated $4.02M.
Ontario Teachers' Pension Plan Board first reported a position in Lufax Holding in Q4 2020 and held it in 6 quarters.
Ontario Teachers' Pension Plan Board's Lufax Holding position peaked at $32.5M in Q4 2020.
163 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2022.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q2 2022, filed 12 Aug 2022.