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DSM Capital Partners’s Lufax Holding LU Stock Holding History

DSM Capital Partners’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
2021
Q4 		– Sell
-2,048
Closed -$57K – 68
2021
Q3 		$57K Sell
2,048
-82,808
-98% -$2.75M ﹤0.01% 49
2021
Q2 		$3.84M Sell
84,856
-3,846
-4% -$194K 0.04% 33
2021
Q1 		$5.15M Buy
+88,702
New +$5.45M 0.05% 35

Other funds holding LU

Capital Research Global Investors
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ASGS
Alpha Square Group S New York $103M AUM 63.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DSM Capital Partners's LU Position: Q4 2021 in Review

DSM Capital Partners sold out of Lufax Holding (LU) in Q4 2021, closing a stake of 2,048 shares — an estimated $57K sold.

DSM Capital Partners first reported a position in LU in Q1 2021 and held it in 3 quarters. The position peaked at $5.15M in Q1 2021. 132 funds tracked by Wall St. Rank hold LU as of Q4 2021.

  • DSM Capital Partners reported no remaining Lufax Holding position as of Q4 2021 after selling out during the quarter.
  • DSM Capital Partners sold 2,048 Lufax Holding shares in Q4 2021, an estimated $57K.
  • DSM Capital Partners first reported a position in Lufax Holding in Q1 2021 and held it in 3 quarters.
  • DSM Capital Partners's Lufax Holding position peaked at $5.15M in Q1 2021.
  • 132 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2021.

Based on DSM Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.