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Rokos Capital Management (UK)’s Lufax Holding LU Stock Holding History

Rokos Capital Management (UK)’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
-25,000
Closed -$598K – 88
2022
Q2 		$598K Buy
+25,000
New +$581K 0.02% 70
2021
Q3 		– Sell
-250,000
Closed -$11.3M – 129
2021
Q2 		$11.3M Buy
+250,000
New +$12.6M 0.23% 48

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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

Rokos Capital Management (UK)'s LU Position: Q3 2022 in Review

Rokos Capital Management (UK) sold out of Lufax Holding (LU) in Q3 2022, closing a stake of 25,000 shares — an estimated $598K sold.

Rokos Capital Management (UK) first reported a position in LU in Q2 2021 and held it in 2 quarters. The position peaked at $11.3M in Q2 2021. 155 funds tracked by Wall St. Rank hold LU as of Q3 2022.

  • Rokos Capital Management (UK) reported no remaining Lufax Holding position as of Q3 2022 after selling out during the quarter.
  • Rokos Capital Management (UK) sold 25,000 Lufax Holding shares in Q3 2022, an estimated $598K.
  • Rokos Capital Management (UK) first reported a position in Lufax Holding in Q2 2021 and held it in 2 quarters.
  • Rokos Capital Management (UK)'s Lufax Holding position peaked at $11.3M in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2022.

Based on Rokos Capital Management (UK)'s 13F filing for Q3 2022, filed 14 Nov 2022.