Credit Suisse
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Credit Suisse’s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) LU Stock Holding History

Credit Suisse’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 		$10.3M Sell
243,910
-137,966
-36% -$3.86M 0.01% 904
2023
Q4 		$11.7M Buy
381,876
+42,127
+12% +$1.57M 0.01% 861
2023
Q3 		$14.4M Buy
339,749
+247,394
+268% +$13.7M 0.01% 748
2023
Q2 		$5.28M Buy
92,355
+16,805
+22% +$1.11M 0.01% 1298
2023
Q1 		$6.16M Sell
75,550
-11,186
-13% -$1.07M 0.01% 1174
2022
Q4 		$6.73M Buy
86,736
+35,688
+70% +$2.72M 0.01% 1126
2022
Q3 		$5.19M Buy
51,048
+22,069
+76% +$3.77M 0.01% 1231
2022
Q2 		$6.96M Sell
28,979
-56,738
-66% -$13.2M 0.01% 1104
2022
Q1 		$19.1M Buy
85,717
+45,551
+113% +$10M 0.02% 788
2021
Q4 		$9.04M Buy
40,166
+30,192
+303% +$7.91M ﹤0.01% 1577
2021
Q3 		$2.78M Sell
9,974
-22,426
-69% -$7.44M ﹤0.01% 2553
2021
Q2 		$14.9M Sell
32,400
-6,904
-18% -$3.48M 0.01% 1318
2021
Q1 		$22.8M Buy
39,304
+16,478
+72% +$10.1M 0.01% 1091
2020
Q4 		$13M Buy
+22,826
New +$13.7M 0.01% 1422

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Krane Funds Advisors
Krane Funds Advisors New York $2.77B AUM 13.16% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $111M AUM 24.15% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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 $85.7B AUM 51.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Credit Suisse's LU Position: Q1 2024 in Review

Credit Suisse reduced its Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) stake by 36% in Q1 2024, selling an estimated $3.86M and leaving 243,910 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #904.

Credit Suisse first reported a position in LU in Q4 2020 and has held it in 14 quarters since. The position peaked at $22.8M in Q1 2021. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Credit Suisse held 243,910 shares of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) worth $10.3M as of Q1 2024.
  • Credit Suisse sold 137,966 Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) shares in Q1 2024, an estimated $3.86M.
  • Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #904 holding.
  • Credit Suisse first reported a position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) in Q4 2020 and has held it in 14 quarters since.
  • Credit Suisse's Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position peaked at $22.8M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.