Swedbank’s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) LU Stock Holding History

Swedbank’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 Q1	–	Sell	-70,693	Closed	-$5.49M	–	722
2022 Q4	$5.49M	Sell	70,693 -924	-1%	-$70.4K	0.01%	482
2022 Q3	$7.28M	Hold	71,617	–	–	0.02%	451
2022 Q2	$17.2M	Hold	71,617	–	–	0.04%	323
2022 Q1	$16M	Buy	71,617 +41,435	+137%	+$9.13M	0.03%	374
2021 Q4	$6.82M	Buy	30,182 +29,257	+3,163%	+$7.67M	0.01%	524
2021 Q3	$258K	Hold	925	–	–	﹤0.01%	737
2021 Q2	$418K	Hold	925	–	–	﹤0.01%	720
2021 Q1	$537K	Buy	+925	New	+$568K	﹤0.01%	707

Other funds holding LU

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

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

TT International Asset Management London, United Kingdom $898M AUM 75.03% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Swedbank's LU Position: Q1 2023 in Review

Swedbank sold out of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) in Q1 2023, closing a stake of 70,693 shares — an estimated $5.49M sold.

Swedbank first reported a position in LU in Q1 2021 and held it in 8 quarters. The position peaked at $17.2M in Q2 2022. 172 funds tracked by Wall St. Rank hold LU as of Q1 2023.

Swedbank reported no remaining Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position as of Q1 2023 after selling out during the quarter.
Swedbank sold 70,693 Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) shares in Q1 2023, an estimated $5.49M.
Swedbank first reported a position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) in Q1 2021 and held it in 8 quarters.
Swedbank's Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position peaked at $17.2M in Q2 2022.
172 funds tracked by Wall St. Rank held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) as of Q1 2023.

Based on Swedbank's 13F filing for Q1 2023, filed 6 Dec 2024.