VOYA Investment Management
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VOYA Investment Management’s Lufax Holding LU Stock Holding History

VOYA Investment 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
2024
Q1 		– Sell
-13,443
Closed -$41.3K – 2841
2023
Q4 		$41.3K Sell
13,443
-1,462
-10% -$5.45K ﹤0.01% 2864
2023
Q3 		$63.2K Sell
14,905
-1,781
-11% -$9.87K ﹤0.01% 2830
2023
Q2 		$95.4K Sell
16,686
-740
-4% -$4.89K ﹤0.01% 2803
2023
Q1 		$142K Sell
17,426
-1,811
-9% -$17.4K ﹤0.01% 2632
2022
Q4 		$149K Buy
19,237
+3,147
+20% +$24K ﹤0.01% 2656
2022
Q3 		$163K Sell
16,090
-5,393
-25% -$92.1K ﹤0.01% 2667
2022
Q2 		$516K Buy
21,483
+3,484
+19% +$80.9K ﹤0.01% 1820
2022
Q1 		$401K Buy
17,999
+12,983
+259% +$286K ﹤0.01% 2026
2021
Q4 		$113K Sell
5,016
-5,393
-52% -$141K ﹤0.01% 2654
2021
Q3 		$291K Buy
10,409
+5,633
+118% +$187K ﹤0.01% 2361
2021
Q2 		$216K Buy
4,776
+654
+16% +$33K ﹤0.01% 2558
2021
Q1 		$239K Hold
4,122
– – ﹤0.01% 2438
2020
Q4 		$234K Buy
+4,122
New +$247K ﹤0.01% 2342

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VOYA Investment Management's LU Position: Q1 2024 in Review

VOYA Investment Management sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 13,443 shares — an estimated $41.3K sold.

VOYA Investment Management first reported a position in LU in Q4 2020 and held it in 13 quarters. The position peaked at $516K in Q2 2022. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • VOYA Investment Management reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • VOYA Investment Management sold 13,443 Lufax Holding shares in Q1 2024, an estimated $41.3K.
  • VOYA Investment Management first reported a position in Lufax Holding in Q4 2020 and held it in 13 quarters.
  • VOYA Investment Management's Lufax Holding position peaked at $516K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on VOYA Investment Management's 13F filing for Q1 2024, filed 15 May 2024.