PI
LU icon

PineBridge Investments’s Lufax Holding LU Stock Holding History

PineBridge 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
Q3 		– Sell
-1,428
Closed -$8.17K – 862
2023
Q2 		$8.17K Hold
1,428
– – ﹤0.01% 860
2023
Q1 		$11.7K Sell
1,428
-1,377
-49% -$13.2K ﹤0.01% 711
2022
Q4 		$21.8K Hold
2,805
– – ﹤0.01% 667
2022
Q3 		$28K Sell
2,805
-190,093
-99% -$3.25M ﹤0.01% 620
2022
Q2 		$4.63M Sell
192,898
-52,720
-21% -$1.22M 0.06% 268
2022
Q1 		$5.47M Buy
245,618
+19,889
+9% +$438K 0.06% 275
2021
Q4 		$5.08M Sell
225,729
-90,447
-29% -$2.37M 0.05% 284
2021
Q3 		$8.83M Sell
316,176
-95,488
-23% -$3.17M 0.11% 203
2021
Q2 		$18.6M Buy
411,664
+255,579
+164% +$12.9M 0.22% 117
2021
Q1 		$9.06M Buy
+156,085
New +$9.59M 0.12% 212

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

PineBridge Investments's LU Position: Q3 2023 in Review

PineBridge Investments sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 1,428 shares — an estimated $8.17K sold.

PineBridge Investments first reported a position in LU in Q1 2021 and held it in 10 quarters. The position peaked at $18.6M in Q2 2021. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

  • PineBridge Investments reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
  • PineBridge Investments sold 1,428 Lufax Holding shares in Q3 2023, an estimated $8.17K.
  • PineBridge Investments first reported a position in Lufax Holding in Q1 2021 and held it in 10 quarters.
  • PineBridge Investments's Lufax Holding position peaked at $18.6M in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on PineBridge Investments's 13F filing for Q3 2023, filed 14 Nov 2023.