Aviva
LU icon

Aviva’s Lufax Holding LU Stock Holding History

Aviva’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
-118,875
Closed -$365K – 985
2023
Q4 		$365K Buy
118,875
+17,050
+17% +$63.5K ﹤0.01% 904
2023
Q3 		$432K Hold
101,825
– – ﹤0.01% 895
2023
Q2 		$582K Hold
101,825
– – ﹤0.01% 863
2023
Q1 		$831K Hold
101,825
– – ﹤0.01% 883
2022
Q4 		$790K Buy
101,825
+11,725
+13% +$89.3K ﹤0.01% 932
2022
Q3 		$915K Sell
90,100
-10,200
-10% -$174K 0.01% 914
2022
Q2 		$2.41M Buy
100,300
+36,300
+57% +$843K 0.01% 728
2022
Q1 		$1.43M Buy
+64,000
New +$1.41M 0.01% 931
2021
Q4 		– Sell
-16,340
Closed -$456K – 1037
2021
Q3 		$456K Buy
16,340
+2,725
+20% +$90.4K ﹤0.01% 965
2021
Q2 		$615K Hold
13,615
– – ﹤0.01% 831
2021
Q1 		$791K Sell
13,615
-425
-3% -$26.1K ﹤0.01% 905
2020
Q4 		$797K Buy
+14,040
New +$840K ﹤0.01% 873

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

Aviva's LU Position: Q1 2024 in Review

Aviva sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 118,875 shares — an estimated $365K sold.

Aviva first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $2.41M in Q2 2022. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Aviva reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Aviva sold 118,875 Lufax Holding shares in Q1 2024, an estimated $365K.
  • Aviva first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Aviva's Lufax Holding position peaked at $2.41M in Q2 2022.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Aviva's 13F filing for Q1 2024, filed 14 May 2024.