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Yong Rong (HK) Asset Management’s Lufax Holding LU Stock Holding History

Yong Rong (HK) Asset 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
Q3 		– Sell
-250,000
Closed -$1.43M – 17
2023
Q2 		$1.43M Hold
250,000
– – 0.63% 13
2023
Q1 		$2.04M Buy
250,000
+150,000
+150% +$1.44M 1.14% 11
2022
Q4 		$776K Buy
+100,000
New +$762K 0.49% 12

Other funds holding LU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Krane Funds Advisors
Krane Funds Advisors New York $2.82B AUM 0.41% 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 $110B AUM 4.8% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Yong Rong (HK) Asset Management's LU Position: Q3 2023 in Review

Yong Rong (HK) Asset Management sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 250,000 shares — an estimated $1.43M sold.

Yong Rong (HK) Asset Management first reported a position in LU in Q4 2022 and held it in 3 quarters. The position peaked at $2.04M in Q1 2023. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

  • Yong Rong (HK) Asset Management reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
  • Yong Rong (HK) Asset Management sold 250,000 Lufax Holding shares in Q3 2023, an estimated $1.43M.
  • Yong Rong (HK) Asset Management first reported a position in Lufax Holding in Q4 2022 and held it in 3 quarters.
  • Yong Rong (HK) Asset Management's Lufax Holding position peaked at $2.04M in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on Yong Rong (HK) Asset Management's 13F filing for Q3 2023, filed 19 Oct 2023.