YCM
LU icon

Yousif Capital Management’s Lufax Holding LU Stock Holding History

Yousif Capital 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
-12,112
Closed -$37.2K – 1995
2023
Q4 		$37.2K Sell
12,112
-1
-0% -$4 ﹤0.01% 1973
2023
Q3 		$51.4K Hold
12,113
– – ﹤0.01% 1956
2023
Q2 		$69.3K Hold
12,113
– – ﹤0.01% 1928
2023
Q1 		$98.8K Hold
12,113
– – ﹤0.01% 1902
2022
Q4 		$94K Hold
12,113
– – ﹤0.01% 1903
2022
Q3 		$123K Hold
12,113
– – ﹤0.01% 1872
2022
Q2 		$291K Buy
12,113
+2,577
+27% +$59.8K ﹤0.01% 1725
2022
Q1 		$212K Hold
9,536
– – ﹤0.01% 1902
2021
Q4 		$215K Buy
+9,536
New +$250K ﹤0.01% 1910

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

Yousif Capital Management's LU Position: Q1 2024 in Review

Yousif Capital Management sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 12,112 shares — an estimated $37.2K sold.

Yousif Capital Management first reported a position in LU in Q4 2021 and held it in 9 quarters. The position peaked at $291K in Q2 2022. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Yousif Capital Management reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Yousif Capital Management sold 12,112 Lufax Holding shares in Q1 2024, an estimated $37.2K.
  • Yousif Capital Management first reported a position in Lufax Holding in Q4 2021 and held it in 9 quarters.
  • Yousif Capital Management's Lufax Holding position peaked at $291K in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Yousif Capital Management's 13F filing for Q1 2024, filed 26 Apr 2024.