Tidal Investments’s Lufax Holding LU Stock Holding History

Tidal 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 Q1	–	Sell	-135,303	Closed	-$1.05M	–	1336
2022 Q4	$1.05M	Buy	+135,303	New	+$1.03M	0.04%	433
2022 Q3	–	Sell	-127,868	Closed	-$3.07M	–	1159
2022 Q2	$3.07M	Sell	127,868 -2,410	-2%	-$56K	0.11%	166
2022 Q1	$2.9M	Buy	130,278 +3,687	+3%	+$81.2K	0.09%	177
2021 Q4	$2.85M	Buy	+126,591	New	+$3.32M	0.09%	178

Other funds holding LU

FCM

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

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Tidal Investments's LU Position: Q1 2023 in Review

Tidal Investments sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 135,303 shares — an estimated $1.05M sold.

Tidal Investments first reported a position in LU in Q4 2021 and held it in 4 quarters. The position peaked at $3.07M in Q2 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

Tidal Investments reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
Tidal Investments sold 135,303 Lufax Holding shares in Q1 2023, an estimated $1.05M.
Tidal Investments first reported a position in Lufax Holding in Q4 2021 and held it in 4 quarters.
Tidal Investments's Lufax Holding position peaked at $3.07M in Q2 2022.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on Tidal Investments's 13F filing for Q1 2023, filed 15 May 2023.