Pictet Asset Management (Switzerland)’s Lufax Holding LU Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$1.79M	Buy	312,400 +19,125	+7%	+$126K	﹤0.01%	920
2023 Q1	$2.39M	Buy	293,275 +1,800	+0.6%	+$17.3K	﹤0.01%	903
2022 Q4	$2.26M	Buy	291,475 +107,250	+58%	+$817K	﹤0.01%	907
2022 Q3	$1.87M	Sell	184,225 -29,975	-14%	-$512K	﹤0.01%	940
2022 Q2	$5.14M	Buy	214,200 +52,975	+33%	+$1.23M	0.01%	753
2022 Q1	$3.59M	Buy	+161,225	New	+$3.55M	﹤0.01%	874
2021 Q4	–	Sell	-54,698	Closed	-$1.53M	–	1779
2021 Q3	$1.53M	Buy	+54,698	New	+$1.81M	﹤0.01%	1026

Other funds holding LU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s LU Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Lufax Holding (LU) stake by 6.5% in Q2 2023, buying an estimated $126K and bringing the position to 312,400 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Pictet Asset Management (Switzerland) first reported a position in LU in Q3 2021 and has held it in 7 quarters since. The position peaked at $5.14M in Q2 2022. 155 funds tracked by Wall St. Rank hold LU as of Q2 2023.

Pictet Asset Management (Switzerland) held 312,400 shares of Lufax Holding worth $1.79M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 19,125 Lufax Holding shares in Q2 2023, an estimated $126K.
Lufax Holding made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #920 holding.
Pictet Asset Management (Switzerland) first reported a position in Lufax Holding in Q3 2021 and has held it in 7 quarters since.
Pictet Asset Management (Switzerland)'s Lufax Holding position peaked at $5.14M in Q2 2022.
155 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.