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 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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.