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Triumph Capital Management’s Lufax Holding LU Stock Holding History

Triumph Capital Management’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
Q4 		– Sell
-2,716
Closed -$11.5K – 244
2023
Q3 		$11.5K Hold
2,716
– – 0.01% 217
2023
Q2 		$15.5K Buy
+2,716
New +$18K 0.01% 220

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triumph Capital Management's LU Position: Q4 2023 in Review

Triumph Capital Management sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 2,716 shares — an estimated $11.5K sold.

Triumph Capital Management first reported a position in LU in Q2 2023 and held it in 2 quarters. The position peaked at $15.5K in Q2 2023. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Triumph Capital Management reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Triumph Capital Management sold 2,716 Lufax Holding shares in Q4 2023, an estimated $11.5K.
  • Triumph Capital Management first reported a position in Lufax Holding in Q2 2023 and held it in 2 quarters.
  • Triumph Capital Management's Lufax Holding position peaked at $15.5K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Triumph Capital Management's 13F filing for Q4 2023, filed 5 Feb 2024.