AllianceBernstein
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AllianceBernstein’s Lufax Holding LU Stock Holding History

AllianceBernstein’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
2026
Q1 		$257K Hold
100,553
– – ﹤0.01% 2951
2025
Q4 		$257K Hold
100,553
– – ﹤0.01% 2971
2025
Q3 		$408K Sell
100,553
-1,977
-2% -$5.9K ﹤0.01% 2793
2025
Q2 		$286K Hold
102,530
– – ﹤0.01% 2938
2025
Q1 		$305K Hold
102,530
– – ﹤0.01% 2769
2024
Q4 		$245K Hold
102,530
– – ﹤0.01% 2967
2024
Q3 		$358K Buy
102,530
+72,720
+244% +$190K ﹤0.01% 2830
2024
Q2 		$70.7K Buy
+29,810
New +$114K ﹤0.01% 3157
2023
Q2 		– Sell
-4,045
Closed -$33K – 3211
2023
Q1 		$33K Hold
4,045
– – ﹤0.01% 3117
2022
Q4 		$31.4K Hold
4,045
– – ﹤0.01% 3201
2022
Q3 		$41K Hold
4,045
– – ﹤0.01% 3187
2022
Q2 		$97K Buy
+4,045
New +$93.9K ﹤0.01% 3128
2021
Q3 		– Sell
-1,193,616
Closed -$54M – 3320
2021
Q2 		$54M Buy
1,193,616
+455,166
+62% +$22.9M 0.02% 603
2021
Q1 		$42.9M Buy
+738,450
New +$45.4M 0.02% 661

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return