CAAS Capital Management’s Lufax Holding LU Stock Holding History

CAAS 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
2023 Q1	–	Sell	-63,250	Closed	-$491K	–	825
2022 Q4	$491K	Buy	+63,250	New	+$482K	0.03%	476
2022 Q3	–	Sell	-571,871	Closed	-$13.7M	–	932
2022 Q2	$13.7M	Buy	+571,871	New	+$13.3M	0.69%	24
2022 Q1	–	Sell	-16,944	Closed	-$382K	–	822
2021 Q4	$382K	Sell	16,944 -303,146	-95%	-$7.94M	0.01%	591
2021 Q3	$8.94M	Sell	320,090 -1,789,539	-85%	-$59.4M	0.18%	126
2021 Q2	$95.4M	Buy	+2,109,629	New	+$106M	1.61%	7
2021 Q1	–	Sell	-150,000	Closed	-$8.52M	–	1297
2020 Q4	$8.52M	Buy	+150,000	New	+$8.98M	0.08%	233

Other funds holding LU

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CAAS Capital Management's LU Position: Q1 2023 in Review

CAAS Capital Management sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 63,250 shares — an estimated $491K sold.

CAAS Capital Management first reported a position in LU in Q4 2020 and held it in 6 quarters. The position peaked at $95.4M in Q2 2021. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

CAAS Capital Management reported no remaining Lufax Holding position as of Q1 2023 after selling out during the quarter.
CAAS Capital Management sold 63,250 Lufax Holding shares in Q1 2023, an estimated $491K.
CAAS Capital Management first reported a position in Lufax Holding in Q4 2020 and held it in 6 quarters.
CAAS Capital Management's Lufax Holding position peaked at $95.4M in Q2 2021.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

Based on CAAS Capital Management's 13F filing for Q1 2023, filed 15 May 2023.