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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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% -$849K 0.01% 716
2023
Q2
$8.98M Sell
1,569,125
-644,289
-29% -$3.69M 0.01% 660
2023
Q1
$18.1M Buy
2,213,414
+202,009
+10% +$1.65M 0.03% 497
2022
Q4
$15.6M Buy
2,011,405
+932,191
+86% +$7.23M 0.02% 532
2022
Q3
$11M Buy
1,079,214
+255,118
+31% +$2.59M 0.02% 590
2022
Q2
$20.2M Buy
824,096
+607,550
+281% +$14.9M 0.03% 460
2022
Q1
$5.03M Buy
+216,546
New +$5.03M 0.01% 837