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Thomas J. Herzfeld Advisors’s Lufax Holding LU Stock Holding History

Thomas J. Herzfeld Advisors’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
-84
Closed -$2K – 321
2022
Q2 		$2K Hold
84
– – ﹤0.01% 294
2022
Q1 		$2K Hold
84
– – ﹤0.01% 308
2021
Q4 		$2K Buy
84
+37
+79% +$969 ﹤0.01% 346
2021
Q3 		$1K Buy
+47
New +$1.56K ﹤0.01% 343

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

Thomas J. Herzfeld Advisors's LU Position: Q3 2022 in Review

Thomas J. Herzfeld Advisors sold out of Lufax Holding (LU) in Q3 2022, closing a stake of 84 shares — an estimated $2K sold.

Thomas J. Herzfeld Advisors first reported a position in LU in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 155 funds tracked by Wall St. Rank hold LU as of Q3 2022.

  • Thomas J. Herzfeld Advisors reported no remaining Lufax Holding position as of Q3 2022 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 84 Lufax Holding shares in Q3 2022, an estimated $2K.
  • Thomas J. Herzfeld Advisors first reported a position in Lufax Holding in Q3 2021 and held it in 4 quarters.
  • Thomas J. Herzfeld Advisors's Lufax Holding position peaked at $2K in Q2 2022.
  • 155 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2022.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.