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Vident Advisory’s Lufax Holding LU Stock Holding History

Vident Advisory’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
2024
Q3 		– Sell
-13,212
Closed -$31.3K – 1487
2024
Q2 		$31.3K Buy
13,212
+111
+0.8% +$423 ﹤0.01% 1400
2024
Q1 		$55.3K Buy
+13,101
New +$36.7K ﹤0.01% 1309
2023
Q4 		– Sell
-8,712
Closed -$36.9K – 1355
2023
Q3 		$36.9K Buy
+8,712
New +$48.3K ﹤0.01% 1240

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vident Advisory's LU Position: Q3 2024 in Review

Vident Advisory sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 13,212 shares — an estimated $31.3K sold.

Vident Advisory first reported a position in LU in Q3 2023 and held it in 3 quarters. The position peaked at $55.3K in Q1 2024. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

  • Vident Advisory reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
  • Vident Advisory sold 13,212 Lufax Holding shares in Q3 2024, an estimated $31.3K.
  • Vident Advisory first reported a position in Lufax Holding in Q3 2023 and held it in 3 quarters.
  • Vident Advisory's Lufax Holding position peaked at $55.3K in Q1 2024.
  • 116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on Vident Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.