Susquehanna Fundamental Investments’s Lufax Holding LU Stock Holding History

Susquehanna Fundamental Investments’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 Q3	–	Sell	-76,850	Closed	-$440K	–	497
2023 Q2	$440K	Sell	76,850 -13,677	-15%	-$90.4K	0.02%	462
2023 Q1	$739K	Hold	90,527	–	–	0.02%	588
2022 Q4	$702K	Sell	90,527 -248,606	-73%	-$1.89M	0.01%	758
2022 Q3	$3.45M	Buy	+339,133	New	+$5.79M	0.06%	423
2022 Q1	$3.56M	Buy	159,544 +52,547	+49%	+$1.16M	0.07%	388
2021 Q4	$2.41M	Buy	+106,997	New	+$2.8M	0.06%	371

Other funds holding LU

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Susquehanna Fundamental Investments's LU Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 76,850 shares — an estimated $440K sold.

Susquehanna Fundamental Investments first reported a position in LU in Q4 2021 and held it in 6 quarters. The position peaked at $3.56M in Q1 2022. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 76,850 Lufax Holding shares in Q3 2023, an estimated $440K.
Susquehanna Fundamental Investments first reported a position in Lufax Holding in Q4 2021 and held it in 6 quarters.
Susquehanna Fundamental Investments's Lufax Holding position peaked at $3.56M in Q1 2022.
146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.