Rafferty Asset Management
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Rafferty Asset Management’s Lufax Holding LU Stock Holding History

Rafferty Asset 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
-3,265
Closed -$25.3K – 1156
2022
Q4 		$25.3K Buy
+3,265
New +$24.9K ﹤0.01% 1119

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Baillie Gifford & Co
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TIAM
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BA
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Goldman Sachs
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State Street
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Rafferty Asset Management's LU Position: Q1 2023 in Review

Rafferty Asset Management sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 3,265 shares — an estimated $25.3K sold.

Rafferty Asset Management first reported a position in LU in Q4 2022 and held it in 1 quarter. The position peaked at $25.3K in Q4 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

  • Rafferty Asset Management reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
  • Rafferty Asset Management sold 3,265 Lufax Holding shares in Q1 2023, an estimated $25.3K.
  • Rafferty Asset Management first reported a position in Lufax Holding in Q4 2022 and held it in 1 quarter.
  • Rafferty Asset Management's Lufax Holding position peaked at $25.3K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Rafferty Asset Management's 13F filing for Q1 2023, filed 11 May 2023.