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Credit Suisse’s Lufax Holding 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
2,439,103
-1,379,656
-36% -$3.86M 0.01% 904
2023
Q4 		$11.7M Buy
3,818,759
+421,271
+12% +$1.57M 0.01% 861
2023
Q3 		$14.4M Buy
3,397,488
+2,473,941
+268% +$13.7M 0.01% 748
2023
Q2 		$5.28M Buy
923,547
+168,047
+22% +$1.11M 0.01% 1298
2023
Q1 		$6.16M Sell
755,500
-111,855
-13% -$1.07M 0.01% 1174
2022
Q4 		$6.73M Buy
867,355
+356,876
+70% +$2.72M 0.01% 1126
2022
Q3 		$5.19M Buy
510,479
+220,687
+76% +$3.77M 0.01% 1231
2022
Q2 		$6.96M Sell
289,792
-567,380
-66% -$13.2M 0.01% 1104
2022
Q1 		$19.1M Buy
857,172
+455,508
+113% +$10M 0.02% 788
2021
Q4 		$9.04M Buy
401,664
+301,923
+303% +$7.91M ﹤0.01% 1577
2021
Q3 		$2.79M Sell
99,741
-224,259
-69% -$7.44M ﹤0.01% 2553
2021
Q2 		$14.9M Sell
324,000
-69,037
-18% -$3.48M 0.01% 1318
2021
Q1 		$22.8M Buy
393,037
+164,777
+72% +$10.1M 0.01% 1091
2020
Q4 		$13M Buy
+228,260
New +$13.7M 0.01% 1422

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
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

Credit Suisse's LU Position: Q1 2024 in Review

Credit Suisse reduced its Lufax Holding (LU) stake by 36% in Q1 2024, selling an estimated $3.86M and leaving 2,439,103 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 2,439,103 shares of Lufax Holding worth $10.3M as of Q1 2024.
  • Credit Suisse sold 1,379,656 Lufax Holding shares in Q1 2024, an estimated $3.86M.
  • Lufax Holding made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #904 holding.
  • Credit Suisse first reported a position in Lufax Holding in Q4 2020 and has held it in 14 quarters since.
  • Credit Suisse's Lufax Holding position peaked at $22.8M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

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