DGS Capital Management’s Lufax Holding LU Stock Holding History

DGS 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
2024 Q3	–	Sell	-16,764	Closed	-$39.7K	–	320
2024 Q2	$39.7K	Sell	16,764 -9,510	-36%	-$36.3K	0.01%	293
2024 Q1	$111K	Buy	+26,274	New	+$73.6K	0.03%	278
2023 Q4	–	Sell	-9,595	Closed	-$40.7K	–	255
2023 Q3	$40.7K	Buy	9,595 +1,073	+13%	+$5.94K	0.02%	225
2023 Q2	$48.7K	Buy	8,522 +1,042	+14%	+$6.89K	0.02%	235
2023 Q1	$61K	Sell	7,480 -1,876	-20%	-$18K	0.03%	217
2022 Q4	$72.6K	Sell	9,356 -3,974	-30%	-$30.3K	0.05%	210
2022 Q3	$135K	Buy	13,330 +8,660	+185%	+$148K	0.09%	186
2022 Q2	$112K	Buy	4,670 +1,513	+48%	+$35.1K	0.09%	180
2022 Q1	$70K	Sell	3,157 -1,446	-31%	-$31.9K	0.04%	193
2021 Q4	$104K	Buy	+4,603	New	+$121K	0.06%	166

Other funds holding LU

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DGS Capital Management's LU Position: Q3 2024 in Review

DGS Capital Management sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 16,764 shares — an estimated $39.7K sold.

DGS Capital Management first reported a position in LU in Q4 2021 and held it in 10 quarters. The position peaked at $135K in Q3 2022. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

DGS Capital Management reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
DGS Capital Management sold 16,764 Lufax Holding shares in Q3 2024, an estimated $39.7K.
DGS Capital Management first reported a position in Lufax Holding in Q4 2021 and held it in 10 quarters.
DGS Capital Management's Lufax Holding position peaked at $135K in Q3 2022.
116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on DGS Capital Management's 13F filing for Q3 2024, filed 10 Dec 2024.