PEAK6 Investments’s Lufax Holding LU Stock Holding History

PEAK6 Investments’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	–	Sell	-675	Closed	-$15K	–	5645
2021 Q4	$15K	Hold	675	–	–	﹤0.01%	4847
2021 Q3	$19K	Sell	675 -6,825	-91%	-$226K	﹤0.01%	4788
2021 Q2	$339K	Buy	+7,500	New	+$378K	﹤0.01%	3574

Other funds holding LU

BlackRock New York $5.72T AUM 30.48% 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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PEAK6 Investments's LU Position: Q4 2023 in Review

PEAK6 Investments sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 8,462 shares — an estimated $35.9K sold.

PEAK6 Investments first reported a position in LU in Q1 2021 and held it in 6 quarters. The position peaked at $642K in Q3 2021. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

PEAK6 Investments reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 8,462 Lufax Holding shares in Q4 2023, an estimated $35.9K.
PEAK6 Investments first reported a position in Lufax Holding in Q1 2021 and held it in 6 quarters.
PEAK6 Investments's Lufax Holding position peaked at $642K in Q3 2021.
121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.