Swedbank’s Lufax Holding 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	-706,925	Closed	-$5.49M	–	722
2022 Q4	$5.49M	Sell	706,925 -9,247	-1%	-$70.4K	0.01%	482
2022 Q3	$7.28M	Hold	716,172	–	–	0.02%	451
2022 Q2	$17.2M	Hold	716,172	–	–	0.04%	323
2022 Q1	$16M	Buy	716,172 +414,350	+137%	+$9.13M	0.03%	374
2021 Q4	$6.82M	Buy	301,822 +292,575	+3,164%	+$7.67M	0.01%	524
2021 Q3	$258K	Hold	9,247	–	–	﹤0.01%	737
2021 Q2	$418K	Hold	9,247	–	–	﹤0.01%	720
2021 Q1	$537K	Buy	+9,247	New	+$568K	﹤0.01%	707

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swedbank's LU Position: Q1 2023 in Review

Swedbank sold out of Lufax Holding (LU) in Q1 2023, closing a stake of 706,925 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 position as of Q1 2023 after selling out during the quarter.
Swedbank sold 706,925 Lufax Holding shares in Q1 2023, an estimated $5.49M.
Swedbank first reported a position in Lufax Holding in Q1 2021 and held it in 8 quarters.
Swedbank's Lufax Holding position peaked at $17.2M in Q2 2022.
172 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2023.

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