Oaktree Capital Management’s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) 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	-66,141	Closed	-$37.6M	–	191
2020 Q4	$37.6M	Buy	+66,141	New	+$39.6M	0.65%	31

Other funds holding LU

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

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

Oaktree Capital Management sold out of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) in Q1 2021, closing a stake of 66,141 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 Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position as of Q1 2021 after selling out during the quarter.
Oaktree Capital Management sold 66,141 Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) shares in Q1 2021, an estimated $37.6M.
Oaktree Capital Management first reported a position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) in Q4 2020 and held it in 1 quarter.
Oaktree Capital Management's Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position peaked at $37.6M in Q4 2020.
119 funds tracked by Wall St. Rank held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) as of Q1 2021.

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