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Ritholtz Wealth Management’s Lufax Holding LU Stock Holding History

Ritholtz Wealth 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
2022
Q3 		– Sell
-4,768
Closed -$114K – 734
2022
Q2 		$114K Buy
+4,768
New +$111K 0.01% 522

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's LU Position: Q3 2022 in Review

Ritholtz Wealth Management sold out of Lufax Holding (LU) in Q3 2022, closing a stake of 4,768 shares — an estimated $114K sold.

Ritholtz Wealth Management first reported a position in LU in Q2 2022 and held it in 1 quarter. The position peaked at $114K in Q2 2022. 155 funds tracked by Wall St. Rank hold LU as of Q3 2022.

  • Ritholtz Wealth Management reported no remaining Lufax Holding position as of Q3 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,768 Lufax Holding shares in Q3 2022, an estimated $114K.
  • Ritholtz Wealth Management first reported a position in Lufax Holding in Q2 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's Lufax Holding position peaked at $114K in Q2 2022.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2022.

Based on Ritholtz Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.