Andra AP-fonden’s Lufax Holding LU Stock Holding History

Andra AP-fonden’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 Q4	–	Sell	-512,150	Closed	-$2.17M	–	244
2023 Q3	$2.17M	Sell	512,150 -62,200	-11%	-$345K	0.13%	225
2023 Q2	$3.29M	Buy	574,350 +96,875	+20%	+$640K	0.08%	484
2023 Q1	$3.9M	Buy	477,475 +56,900	+14%	+$546K	0.1%	426
2022 Q4	$3.26M	Buy	420,575 +328,300	+356%	+$2.5M	0.1%	424
2022 Q3	$938K	Buy	92,275 +50,650	+122%	+$865K	0.03%	530
2022 Q2	$999K	Buy	+41,625	New	+$967K	0.03%	550

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andra AP-fonden's LU Position: Q4 2023 in Review

Andra AP-fonden sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 512,150 shares — an estimated $2.17M sold.

Andra AP-fonden first reported a position in LU in Q2 2022 and held it in 6 quarters. The position peaked at $3.9M in Q1 2023. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

Andra AP-fonden reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
Andra AP-fonden sold 512,150 Lufax Holding shares in Q4 2023, an estimated $2.17M.
Andra AP-fonden first reported a position in Lufax Holding in Q2 2022 and held it in 6 quarters.
Andra AP-fonden's Lufax Holding position peaked at $3.9M in Q1 2023.
121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Andra AP-fonden's 13F filing for Q4 2023, filed 15 Feb 2024.