Axa
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Axa’s Lufax Holding LU Stock Holding History

Axa’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
-202,229
Closed -$621K – 1098
2023
Q4 		$621K Buy
+202,229
New +$753K ﹤0.01% 918
2023
Q3 		– Sell
-369,106
Closed -$2.11M – 1119
2023
Q2 		$2.11M Hold
369,106
– – 0.01% 718
2023
Q1 		$3.01M Hold
369,106
– – 0.01% 679
2022
Q4 		$2.86M Buy
369,106
+49,762
+16% +$379K 0.01% 715
2022
Q3 		$3.24M Buy
319,344
+31,288
+11% +$534K 0.01% 667
2022
Q2 		$6.91M Sell
288,056
-7,982
-3% -$185K 0.03% 506
2022
Q1 		$6.6M Sell
296,038
-30,588
-9% -$674K 0.02% 574
2021
Q4 		$7.36M Buy
326,626
+66,284
+25% +$1.74M 0.02% 566
2021
Q3 		$7.27M Buy
260,342
+37,223
+17% +$1.24M 0.02% 583
2021
Q2 		$10.1M Sell
223,119
-81,885
-27% -$4.13M 0.03% 510
2021
Q1 		$17.7M Buy
305,004
+76,178
+33% +$4.68M 0.05% 379
2020
Q4 		$13M Buy
+228,826
New +$13.7M 0.04% 434

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

Axa's LU Position: Q1 2024 in Review

Axa sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 202,229 shares — an estimated $621K sold.

Axa first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $17.7M in Q1 2021. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

  • Axa reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
  • Axa sold 202,229 Lufax Holding shares in Q1 2024, an estimated $621K.
  • Axa first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Axa's Lufax Holding position peaked at $17.7M in Q1 2021.
  • 129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on Axa's 13F filing for Q1 2024, filed 15 May 2024.