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O'Shaughnessy Asset Management’s Lufax Holding LU Stock Holding History

O'Shaughnessy Asset 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
Q1 		– Sell
-18,824
Closed -$57.8K – 1910
2023
Q4 		$57.8K Sell
18,824
-12,638
-40% -$47.1K ﹤0.01% 1542
2023
Q3 		$133K Buy
31,462
+27,341
+663% +$151K ﹤0.01% 1343
2023
Q2 		$23.6K Sell
4,121
-10,496
-72% -$69.4K ﹤0.01% 1402
2023
Q1 		$119K Buy
+14,617
New +$140K ﹤0.01% 1266
2022
Q4 		– Sell
-41,441
Closed -$421K – 1437
2022
Q3 		$421K Buy
41,441
+1,823
+5% +$31.1K 0.01% 802
2022
Q2 		$951K Buy
+39,618
New +$920K 0.02% 538

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

O'Shaughnessy Asset Management's LU Position: Q1 2024 in Review

O'Shaughnessy Asset Management sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 18,824 shares — an estimated $57.8K sold.

O'Shaughnessy Asset Management first reported a position in LU in Q2 2022 and held it in 6 quarters. The position peaked at $951K in Q2 2022. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • O'Shaughnessy Asset Management reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 18,824 Lufax Holding shares in Q1 2024, an estimated $57.8K.
  • O'Shaughnessy Asset Management first reported a position in Lufax Holding in Q2 2022 and held it in 6 quarters.
  • O'Shaughnessy Asset Management's Lufax Holding position peaked at $951K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2024, filed 13 May 2024.