PPA
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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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
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 $2.44B AUM 12.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return