Prelude Capital Management’s Lufax Holding LU Stock Holding History

Prelude Capital Management’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 Q1	–	Sell	-415,440	Closed	-$3.22M	–	1341
2022 Q4	$3.22M	Buy	+415,440	New	+$3.16M	0.17%	132
2022 Q3	–	Sell	-9,530	Closed	-$229K	–	1779
2022 Q2	$229K	Sell	9,530 -12,208	-56%	-$284K	0.01%	1219
2022 Q1	$484K	Sell	21,738 -5,662	-21%	-$125K	0.01%	882
2021 Q4	$617K	Buy	+27,400	New	+$718K	0.02%	883

Other funds holding LU

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prelude Capital Management's LU Position: Q1 2023 in Review

Prelude Capital Management sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 415,440 shares — an estimated $3.22M sold.

Prelude Capital Management first reported a position in LU in Q4 2021 and held it in 4 quarters. The position peaked at $3.22M in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

Prelude Capital Management reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 415,440 Lufax Holding shares in Q1 2023, an estimated $3.22M.
Prelude Capital Management first reported a position in Lufax Holding in Q4 2021 and held it in 4 quarters.
Prelude Capital Management's Lufax Holding position peaked at $3.22M in Q4 2022.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.