Schroder Investment Management Group
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Schroder Investment Management Group’s Lufax Holding LU Stock Holding History

Schroder Investment Management Group’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
2023
Q4 		– Sell
-1,368,927
Closed -$5.8M – 1238
2023
Q3 		$5.8M Sell
1,368,927
-200,198
-13% -$1.11M 0.01% 716
2023
Q2 		$8.98M Sell
1,569,125
-644,289
-29% -$4.26M 0.01% 660
2023
Q1 		$18.1M Buy
2,213,414
+202,009
+10% +$1.94M 0.03% 497
2022
Q4 		$15.6M Buy
2,011,405
+932,191
+86% +$7.1M 0.02% 532
2022
Q3 		$11M Buy
1,079,214
+255,118
+31% +$4.36M 0.02% 590
2022
Q2 		$20.2M Buy
824,096
+607,550
+281% +$14.1M 0.03% 460
2022
Q1 		$5.03M Buy
+216,546
New +$4.77M 0.01% 837

Other funds holding LU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group's LU Position: Q4 2023 in Review

Schroder Investment Management Group sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 1,368,927 shares — an estimated $5.8M sold.

Schroder Investment Management Group first reported a position in LU in Q1 2022 and held it in 7 quarters. The position peaked at $20.2M in Q2 2022. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Schroder Investment Management Group reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,368,927 Lufax Holding shares in Q4 2023, an estimated $5.8M.
  • Schroder Investment Management Group first reported a position in Lufax Holding in Q1 2022 and held it in 7 quarters.
  • Schroder Investment Management Group's Lufax Holding position peaked at $20.2M in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.