PI
LU icon

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
2023
Q4 		– Sell
-25,000
Closed -$106K – 4574
2023
Q3 		$106K Hold
25,000
– – ﹤0.01% 3377
2023
Q2 		$143K Buy
+25,000
New +$165K ﹤0.01% 3070
2022
Q3 		– Sell
-25,000
Closed -$143K – 5618
2022
Q2 		$143K Buy
+25,000
New +$581K ﹤0.01% 5017
2022
Q1 		– Sell
-9,900
Closed -$223K – 5647
2021
Q4 		$223K Sell
9,900
-10,200
-51% -$267K ﹤0.01% 3920
2021
Q3 		$561K Buy
20,100
+350
+2% +$11.6K ﹤0.01% 3148
2021
Q2 		$893K Buy
19,750
+18,525
+1,512% +$933K ﹤0.01% 2685
2021
Q1 		$71K Buy
+1,225
New +$75.3K ﹤0.01% 4406

Other funds holding LU

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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.