Rockefeller Capital Management
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Rockefeller Capital Management’s Lufax Holding LU Stock Holding History

Rockefeller 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
2022
Q4 		– Sell
-494
Closed -$5K – 4064
2022
Q3 		$5K Sell
494
-358
-42% -$6.11K ﹤0.01% 3340
2022
Q2 		$20K Buy
852
+752
+752% +$17.5K ﹤0.01% 2750
2022
Q1 		$2K Buy
100
+83
+488% +$1.83K ﹤0.01% 3617
2021
Q4 		$0 Sell
17
-320
-95% -$8.38K ﹤0.01% 3897
2021
Q3 		$9K Buy
+337
New +$11.2K ﹤0.01% 2936

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Rockefeller Capital Management's LU Position: Q4 2022 in Review

Rockefeller Capital Management sold out of Lufax Holding (LU) in Q4 2022, closing a stake of 494 shares — an estimated $5K sold.

Rockefeller Capital Management first reported a position in LU in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q2 2022. 166 funds tracked by Wall St. Rank hold LU as of Q4 2022.

  • Rockefeller Capital Management reported no remaining Lufax Holding position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 494 Lufax Holding shares in Q4 2022, an estimated $5K.
  • Rockefeller Capital Management first reported a position in Lufax Holding in Q3 2021 and held it in 5 quarters.
  • Rockefeller Capital Management's Lufax Holding position peaked at $20K in Q2 2022.
  • 166 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.