Sompo Asset Management’s Lufax Holding LU Stock Holding History

Sompo Asset 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
2022 Q4	–	Sell	-12,510	Closed	-$127K	–	183
2022 Q3	$127K	Sell	12,510 -1,020	-8%	-$17.4K	0.03%	176
2022 Q2	$324K	Sell	13,530 -17,488	-56%	-$406K	0.08%	123
2022 Q1	$691K	Sell	31,018 -16,665	-35%	-$367K	0.15%	113
2021 Q4	$1.07M	Buy	47,683 +3,868	+9%	+$101K	0.21%	101
2021 Q3	$1.22M	Buy	43,815 +19,412	+80%	+$644K	0.28%	93
2021 Q2	$1.1M	Buy	+24,403	New	+$1.23M	0.23%	99

Other funds holding LU

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sompo Asset Management's LU Position: Q4 2022 in Review

Sompo Asset Management sold out of Lufax Holding (LU) in Q4 2022, closing a stake of 12,510 shares — an estimated $127K sold.

Sompo Asset Management first reported a position in LU in Q2 2021 and held it in 6 quarters. The position peaked at $1.22M in Q3 2021. 166 funds tracked by Wall St. Rank hold LU as of Q4 2022.

Sompo Asset Management reported no remaining Lufax Holding position as of Q4 2022 after selling out during the quarter.
Sompo Asset Management sold 12,510 Lufax Holding shares in Q4 2022, an estimated $127K.
Sompo Asset Management first reported a position in Lufax Holding in Q2 2021 and held it in 6 quarters.
Sompo Asset Management's Lufax Holding position peaked at $1.22M in Q3 2021.
166 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2022.

Based on Sompo Asset Management's 13F filing for Q4 2022, filed 1 Feb 2023.