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Penserra Capital Management’s Lufax Holding LU Stock Holding History

Penserra 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
-18,336
Closed -$43K – 1227
2024
Q2 		$43K Sell
18,336
-217,926
-92% -$831K ﹤0.01% 890
2024
Q1 		$996K Sell
236,262
-22,845
-9% -$64K 0.01% 431
2023
Q4 		$794K Sell
259,107
-26,213
-9% -$97.6K 0.01% 419
2023
Q3 		$1.21M Sell
285,320
-20,450
-7% -$113K 0.03% 326
2023
Q2 		$1.75M Sell
305,770
-45,431
-13% -$300K 0.03% 317
2023
Q1 		$2.87M Sell
351,201
-3,689
-1% -$35.4K 0.06% 252
2022
Q4 		$2.75M Buy
354,890
+13,779
+4% +$105K 0.06% 313
2022
Q3 		$3.46M Sell
341,111
-28,275
-8% -$483K 0.1% 182
2022
Q2 		$8.86M Sell
369,386
-46,749
-11% -$1.09M 0.24% 89
2022
Q1 		$9.27M Sell
416,135
-30,918
-7% -$681K 0.22% 103
2021
Q4 		$10.1M Sell
447,053
-295,793
-40% -$7.75M 0.22% 128
2021
Q3 		$20.7M Sell
742,846
-85,894
-10% -$2.85M 0.43% 54
2021
Q2 		$37.5M Sell
828,740
-204,998
-20% -$10.3M 0.68% 20
2021
Q1 		$60M Buy
1,033,738
+37,796
+4% +$2.32M 1.11% 14
2020
Q4 		$56.6M Buy
+995,942
New +$59.6M 1.34% 8

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Penserra Capital Management sold out of Lufax Holding (LU) in Q3 2024, closing a stake of 18,336 shares — an estimated $43K sold.

Penserra Capital Management first reported a position in LU in Q4 2020 and held it in 15 quarters. The position peaked at $60M in Q1 2021. 116 funds tracked by Wall St. Rank hold LU as of Q3 2024.

  • Penserra Capital Management reported no remaining Lufax Holding position as of Q3 2024 after selling out during the quarter.
  • Penserra Capital Management sold 18,336 Lufax Holding shares in Q3 2024, an estimated $43K.
  • Penserra Capital Management first reported a position in Lufax Holding in Q4 2020 and held it in 15 quarters.
  • Penserra Capital Management's Lufax Holding position peaked at $60M in Q1 2021.
  • 116 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.