SMDAM
LU icon

Sumitomo Mitsui DS Asset Management’s Lufax Holding LU Stock Holding History

Sumitomo Mitsui DS 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
2023
Q4 		– Sell
-4,709
Closed -$20K – 797
2023
Q3 		$20K Hold
4,709
– – ﹤0.01% 778
2023
Q2 		$26.9K Hold
4,709
– – ﹤0.01% 777
2023
Q1 		$38.4K Hold
4,709
– – ﹤0.01% 777
2022
Q4 		$36.5K Hold
4,709
– – ﹤0.01% 767
2022
Q3 		$48K Hold
4,709
– – ﹤0.01% 758
2022
Q2 		$113K Buy
4,709
+1,669
+55% +$38.8K ﹤0.01% 752
2022
Q1 		$68K Buy
+3,040
New +$67K ﹤0.01% 767

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

Sumitomo Mitsui DS Asset Management's LU Position: Q4 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 4,709 shares — an estimated $20K sold.

Sumitomo Mitsui DS Asset Management first reported a position in LU in Q1 2022 and held it in 7 quarters. The position peaked at $113K in Q2 2022. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Sumitomo Mitsui DS Asset Management reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 4,709 Lufax Holding shares in Q4 2023, an estimated $20K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Lufax Holding in Q1 2022 and held it in 7 quarters.
  • Sumitomo Mitsui DS Asset Management's Lufax Holding position peaked at $113K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.