Barclays

Barclays’s Lufax Holding LU Stock Holding History

Barclays’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	$842	Hold	450	–	–	﹤0.01%	4909
2025 Q4	$1.15K	Sell	450 -135,993	-100%	-$402K	﹤0.01%	5079
2025 Q3	$554K	Buy	136,443 +135,993	+30,221%	+$406K	﹤0.01%	3742
2025 Q2	$1.26K	Hold	450	–	–	﹤0.01%	5052
2025 Q1	$1.34K	Sell	450 -2,078	-82%	-$5.76K	﹤0.01%	5028
2024 Q4	$6.04K	Hold	2,528	–	–	﹤0.01%	5042
2024 Q3	$8.82K	Sell	2,528 -2	-0.1%	-$5	﹤0.01%	4985
2024 Q2	$6K	Hold	2,530	–	–	﹤0.01%	4561
2024 Q1	$10.7K	Sell	2,530 -260,701	-99%	-$730K	﹤0.01%	4802
2023 Q4	$808K	Sell	263,231 -314,861	-54%	-$1.17M	﹤0.01%	3600
2023 Q3	$2.45M	Buy	578,092 +329,395	+132%	+$1.82M	﹤0.01%	1759
2023 Q2	$1.42M	Sell	248,697 -185,348	-43%	-$1.23M	﹤0.01%	2095
2023 Q1	$3.54M	Sell	434,045 -122,072	-22%	-$1.17M	﹤0.01%	1778
2022 Q4	$4.32M	Buy	556,117 +126,859	+30%	+$966K	﹤0.01%	1731
2022 Q3	$4.36M	Buy	429,258 +216,971	+102%	+$3.7M	﹤0.01%	1246
2022 Q2	$5.09M	Buy	212,287 +85,912	+68%	+$2M	0.01%	1323
2022 Q1	$2.82M	Buy	+126,375	New	+$2.78M	﹤0.01%	1609

Other funds holding LU

Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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