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Renaissance Capital’s Lufax Holding LU Stock Holding History

Renaissance Capital’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
Q4 		– Sell
-86,496
Closed -$367K – 67
2023
Q3 		$367K Buy
86,496
+20,214
+30% +$112K 0.19% 62
2023
Q2 		$379K Buy
66,282
+9,352
+16% +$61.8K 0.22% 65
2023
Q1 		$465K Sell
56,930
-5,902
-9% -$56.6K 0.34% 68
2022
Q4 		$488K Sell
62,832
-2,347
-4% -$17.9K 0.38% 68
2022
Q3 		$662K Sell
65,179
-12,479
-16% -$213K 0.43% 56
2022
Q2 		$1.86M Buy
77,658
+34,226
+79% +$795K 0.99% 29
2022
Q1 		$968K Sell
43,432
-13,005
-23% -$286K 0.41% 55
2021
Q4 		$1.27M Sell
56,437
-9,888
-15% -$259K 0.33% 61
2021
Q3 		$1.85M Sell
66,325
-88,984
-57% -$2.95M 0.37% 53
2021
Q2 		$7.02M Buy
155,309
+94,327
+155% +$4.75M 1.11% 23
2021
Q1 		$3.54M Sell
60,982
-20,261
-25% -$1.24M 0.52% 45
2020
Q4 		$4.62M Buy
+81,243
New +$4.86M 0.63% 33

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
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Capital's LU Position: Q4 2023 in Review

Renaissance Capital sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 86,496 shares — an estimated $367K sold.

Renaissance Capital first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $7.02M in Q2 2021. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Renaissance Capital reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Renaissance Capital sold 86,496 Lufax Holding shares in Q4 2023, an estimated $367K.
  • Renaissance Capital first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Renaissance Capital's Lufax Holding position peaked at $7.02M in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Renaissance Capital's 13F filing for Q4 2023, filed 5 Jan 2024.