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Blue Trust Inc’s Lufax Holding LU Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-4,869
Closed -$11.5K – 2748
2024
Q3 		$11.5K Buy
4,869
+4,691
+2,635% +$12.3K ﹤0.01% 2141
2024
Q2 		$751 Buy
+178
New +$679 ﹤0.01% 2573
2024
Q1 		– Sell
-1,708
Closed -$2K – 2500
2023
Q4 		$2K Buy
+1,708
New +$6.36K ﹤0.01% 2167
2023
Q3 		– Sell
-2,469
Closed -$20K – 2188
2023
Q2 		$20K Sell
2,469
-4,942
-67% -$32.7K ﹤0.01% 1045
2023
Q1 		$58K Buy
7,411
+6,978
+1,612% +$66.9K ﹤0.01% 971
2022
Q4 		$4K Sell
433
-3,875
-90% -$29.5K ﹤0.01% 1794
2022
Q3 		$104K Buy
4,308
+886
+26% +$15.1K ﹤0.01% 522
2022
Q2 		$76K Buy
+3,422
New +$79.5K ﹤0.01% 576

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Blue Trust Inc's LU Position: Q4 2024 in Review

Blue Trust Inc sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 4,869 shares — an estimated $11.5K sold.

Blue Trust Inc first reported a position in LU in Q2 2022 and held it in 8 quarters. The position peaked at $104K in Q3 2022. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

  • Blue Trust Inc reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 4,869 Lufax Holding shares in Q4 2024, an estimated $11.5K.
  • Blue Trust Inc first reported a position in Lufax Holding in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Lufax Holding position peaked at $104K in Q3 2022.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.