Parametric Portfolio Associates’s Lufax Holding LU Stock Holding History

Parametric Portfolio Associates’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 Q1	$3.08M	Buy	138,194 +126,357	+1,067%	+$2.78M	﹤0.01%	2167
2021 Q4	$267K	Sell	11,837 -81,622	-87%	-$2.14M	﹤0.01%	3319
2021 Q3	$2.61M	Buy	93,459 +69,845	+296%	+$2.32M	﹤0.01%	2283
2021 Q2	$1.07M	Buy	23,614 +12,305	+109%	+$620K	﹤0.01%	2739
2021 Q1	$657K	Buy	11,309 +4,388	+63%	+$270K	﹤0.01%	3361
2020 Q4	$393K	Buy	+6,921	New	+$414K	﹤0.01%	3479

Other funds holding LU

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ASGS

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

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parametric Portfolio Associates's LU Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Lufax Holding (LU) stake by 1,067% in Q1 2022, buying an estimated $2.78M and bringing the position to 138,194 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Parametric Portfolio Associates first reported a position in LU in Q4 2020 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold LU as of Q1 2022.

Parametric Portfolio Associates held 138,194 shares of Lufax Holding worth $3.08M as of Q1 2022.
Parametric Portfolio Associates bought 126,357 Lufax Holding shares in Q1 2022, an estimated $2.78M.
Lufax Holding made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2167 holding.
Parametric Portfolio Associates first reported a position in Lufax Holding in Q4 2020 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.