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 New York $6.73T AUM 46.02% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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.