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Yorktown Management & Research Company’s Lufax Holding LU Stock Holding History

Yorktown Management & Research Company’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
2021
Q2 		– Sell
-5,375
Closed -$312K – 253
2021
Q1 		$312K Hold
5,375
– – 0.26% 141
2020
Q4 		$305K Buy
+5,375
New +$322K 0.27% 168

Other funds holding LU

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Yorktown Management & Research Company's LU Position: Q2 2021 in Review

Yorktown Management & Research Company sold out of Lufax Holding (LU) in Q2 2021, closing a stake of 5,375 shares — an estimated $312K sold.

Yorktown Management & Research Company first reported a position in LU in Q4 2020 and held it in 2 quarters. The position peaked at $312K in Q1 2021. 144 funds tracked by Wall St. Rank hold LU as of Q2 2021.

  • Yorktown Management & Research Company reported no remaining Lufax Holding position as of Q2 2021 after selling out during the quarter.
  • Yorktown Management & Research Company sold 5,375 Lufax Holding shares in Q2 2021, an estimated $312K.
  • Yorktown Management & Research Company first reported a position in Lufax Holding in Q4 2020 and held it in 2 quarters.
  • Yorktown Management & Research Company's Lufax Holding position peaked at $312K in Q1 2021.
  • 144 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2021.

Based on Yorktown Management & Research Company's 13F filing for Q2 2021, filed 3 Aug 2021.