Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Lufax Holding LU Stock Holding History

Sumitomo Mitsui Trust 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
2024
Q1 		– Sell
-346,062
Closed -$1.06M – 1136
2023
Q4 		$1.06M Sell
346,062
-2
-0% -$7 ﹤0.01% 971
2023
Q3 		$1.47M Buy
346,064
+60,000
+21% +$332K ﹤0.01% 946
2023
Q2 		$1.64M Hold
286,064
– – ﹤0.01% 948
2023
Q1 		$2.33M Sell
286,064
-23,087
-7% -$221K ﹤0.01% 900
2022
Q4 		$2.4M Sell
309,151
-146,633
-32% -$1.12M ﹤0.01% 918
2022
Q3 		$4.63M Sell
455,784
-13,671
-3% -$233K ﹤0.01% 852
2022
Q2 		$11.3M Buy
469,455
+171,512
+58% +$3.98M 0.01% 794
2022
Q1 		$6.64M Buy
+297,943
New +$6.56M ﹤0.01% 833
2021
Q4 		– Sell
-81,620
Closed -$2.28M – 1189
2021
Q3 		$2.28M Hold
81,620
– – ﹤0.01% 934
2021
Q2 		$3.69M Sell
81,620
-14,065
-15% -$709K ﹤0.01% 884
2021
Q1 		$5.56M Buy
95,685
+2,347
+3% +$144K ﹤0.01% 836
2020
Q4 		$5.3M Buy
+93,338
New +$5.59M ﹤0.01% 835

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LU Position: Q1 2024 in Review

Sumitomo Mitsui Trust Group sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 346,062 shares — an estimated $1.06M sold.

Sumitomo Mitsui Trust Group first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $11.3M in Q2 2022. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 346,062 Lufax Holding shares in Q1 2024, an estimated $1.06M.
  • Sumitomo Mitsui Trust Group first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Sumitomo Mitsui Trust Group's Lufax Holding position peaked at $11.3M in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2024, filed 19 Apr 2024.