Sandy Spring Bank’s Lufax Holding LU Stock Holding History

Sandy Spring Bank’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
2021 Q3	–	Sell	-250	Closed	-$11K	–	1161
2021 Q2	$11K	Buy	+250	New	+$12.6K	﹤0.01%	879

Other funds holding LU

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sandy Spring Bank's LU Position: Q3 2021 in Review

Sandy Spring Bank sold out of Lufax Holding (LU) in Q3 2021, closing a stake of 250 shares — an estimated $11K sold.

Sandy Spring Bank first reported a position in LU in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 128 funds tracked by Wall St. Rank hold LU as of Q3 2021.

Sandy Spring Bank reported no remaining Lufax Holding position as of Q3 2021 after selling out during the quarter.
Sandy Spring Bank sold 250 Lufax Holding shares in Q3 2021, an estimated $11K.
Sandy Spring Bank first reported a position in Lufax Holding in Q2 2021 and held it in 1 quarter.
Sandy Spring Bank's Lufax Holding position peaked at $11K in Q2 2021.
128 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2021.

Based on Sandy Spring Bank's 13F filing for Q3 2021, filed 5 Nov 2021.