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Oaktree Capital Management’s Lufax Holding LU Stock Holding History

Oaktree 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
2021
Q1 		– Sell
-661,413
Closed -$37.6M – 191
2020
Q4 		$37.6M Buy
+661,413
New +$39.6M 0.65% 31

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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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Oaktree Capital Management's LU Position: Q1 2021 in Review

Oaktree Capital Management sold out of Lufax Holding (LU) in Q1 2021, closing a stake of 661,413 shares — an estimated $37.6M sold.

Oaktree Capital Management first reported a position in LU in Q4 2020 and held it in 1 quarter. The position peaked at $37.6M in Q4 2020. 119 funds tracked by Wall St. Rank hold LU as of Q1 2021.

  • Oaktree Capital Management reported no remaining Lufax Holding position as of Q1 2021 after selling out during the quarter.
  • Oaktree Capital Management sold 661,413 Lufax Holding shares in Q1 2021, an estimated $37.6M.
  • Oaktree Capital Management first reported a position in Lufax Holding in Q4 2020 and held it in 1 quarter.
  • Oaktree Capital Management's Lufax Holding position peaked at $37.6M in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2021.

Based on Oaktree Capital Management's 13F filing for Q1 2021, filed 17 May 2021.