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Peapack-Gladstone Financial Corp’s Lufax Holding LU Stock Holding History

Peapack-Gladstone Financial Corp’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
Q3 		– Sell
-5,500
Closed -$31K – 707
2023
Q2 		$31K Sell
5,500
-2,875
-34% -$19K ﹤0.01% 698
2023
Q1 		$68K Buy
+8,375
New +$80.3K ﹤0.01% 688

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Peapack-Gladstone Financial Corp's LU Position: Q3 2023 in Review

Peapack-Gladstone Financial Corp sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 5,500 shares — an estimated $31K sold.

Peapack-Gladstone Financial Corp first reported a position in LU in Q1 2023 and held it in 2 quarters. The position peaked at $68K in Q1 2023. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

  • Peapack-Gladstone Financial Corp reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 5,500 Lufax Holding shares in Q3 2023, an estimated $31K.
  • Peapack-Gladstone Financial Corp first reported a position in Lufax Holding in Q1 2023 and held it in 2 quarters.
  • Peapack-Gladstone Financial Corp's Lufax Holding position peaked at $68K in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q3 2023, filed 14 Nov 2023.