Capital World Investors
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Capital World Investors’s Lufax Holding LU Stock Holding History

Capital World Investors’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
Q3 		– Sell
-916,788
Closed -$5.24M – 519
2023
Q2 		$5.24M Sell
916,788
-1,170,869
-56% -$7.74M ﹤0.01% 466
2023
Q1 		$17M Sell
2,087,657
-531,086
-20% -$5.09M ﹤0.01% 449
2022
Q4 		$20.3M Sell
2,618,743
-3,892,263
-60% -$29.6M ﹤0.01% 453
2022
Q3 		$66.2M Sell
6,511,006
-3,413,964
-34% -$58.3M 0.01% 371
2022
Q2 		$238M Sell
9,924,970
-4,192,648
-30% -$97.4M 0.05% 255
2022
Q1 		$315M Buy
14,117,618
+835,414
+6% +$18.4M 0.05% 250
2021
Q4 		$299M Sell
13,282,204
-59,129
-0.4% -$1.55M 0.05% 274
2021
Q3 		$372M Buy
13,341,333
+3,728,401
+39% +$124M 0.06% 243
2021
Q2 		$435M Buy
9,612,932
+2,485,411
+35% +$125M 0.07% 228
2021
Q1 		$414M Buy
7,127,521
+509,858
+8% +$31.3M 0.08% 219
2020
Q4 		$376M Buy
+6,617,663
New +$396M 0.07% 230

Other funds holding LU

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Capital World Investors's LU Position: Q3 2023 in Review

Capital World Investors sold out of Lufax Holding (LU) in Q3 2023, closing a stake of 916,788 shares — an estimated $5.24M sold.

Capital World Investors first reported a position in LU in Q4 2020 and held it in 11 quarters. The position peaked at $435M in Q2 2021. 146 funds tracked by Wall St. Rank hold LU as of Q3 2023.

  • Capital World Investors reported no remaining Lufax Holding position as of Q3 2023 after selling out during the quarter.
  • Capital World Investors sold 916,788 Lufax Holding shares in Q3 2023, an estimated $5.24M.
  • Capital World Investors first reported a position in Lufax Holding in Q4 2020 and held it in 11 quarters.
  • Capital World Investors's Lufax Holding position peaked at $435M in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2023.

Based on Capital World Investors's 13F filing for Q3 2023, filed 13 Nov 2023.