Zurich Cantonal Bank
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Zurich Cantonal Bank’s Lufax Holding LU Stock Holding History

Zurich Cantonal Bank’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
-85,001
Closed -$261K – 2719
2023
Q4 		$261K Buy
85,001
+45,159
+113% +$168K ﹤0.01% 1922
2023
Q3 		$169K Hold
39,842
– – ﹤0.01% 2079
2023
Q2 		$228K Hold
39,842
– – ﹤0.01% 1845
2023
Q1 		$325K Hold
39,842
– – ﹤0.01% 1568
2022
Q4 		$309K Hold
39,842
– – ﹤0.01% 1553
2022
Q3 		$405K Hold
39,842
– – ﹤0.01% 1325
2022
Q2 		$956K Buy
39,842
+20,342
+104% +$472K 0.01% 877
2022
Q1 		$434K Buy
+19,500
New +$430K ﹤0.01% 1419
2021
Q4 		– Sell
-13,442
Closed -$375K – 2927
2021
Q3 		$375K Hold
13,442
– – ﹤0.01% 1484
2021
Q2 		$608K Sell
13,442
-14,153
-51% -$713K ﹤0.01% 1119
2021
Q1 		$1.6M Buy
27,595
+12,086
+78% +$742K 0.01% 750
2020
Q4 		$881K Buy
+15,509
New +$928K 0.01% 1003

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KFA
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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

Zurich Cantonal Bank's LU Position: Q1 2024 in Review

Zurich Cantonal Bank sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 85,001 shares — an estimated $261K sold.

Zurich Cantonal Bank first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $1.6M in Q1 2021. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Zurich Cantonal Bank reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 85,001 Lufax Holding shares in Q1 2024, an estimated $261K.
  • Zurich Cantonal Bank first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Zurich Cantonal Bank's Lufax Holding position peaked at $1.6M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Zurich Cantonal Bank's 13F filing for Q1 2024, filed 25 Apr 2024.