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Catalyst Funds Management’s Lufax Holding LU Stock Holding History

Catalyst Funds Management’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
2025
Q2 		– Sell
-594,960
Closed -$1.77M – 600
2025
Q1 		$1.77M Sell
594,960
-293,040
-33% -$813K 0.46% 62
2024
Q4 		$2.12M Buy
888,000
+807,200
+999% +$2.23M 0.52% 42
2024
Q3 		$282K Buy
80,800
+58,400
+261% +$153K 0.06% 213
2024
Q2 		$53.1K Buy
+22,400
New +$85.4K 0.01% 406

Other funds holding LU

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Catalyst Funds Management's LU Position: Q2 2025 in Review

Catalyst Funds Management sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 594,960 shares — an estimated $1.77M sold.

Catalyst Funds Management first reported a position in LU in Q2 2024 and held it in 4 quarters. The position peaked at $2.12M in Q4 2024. 98 funds tracked by Wall St. Rank hold LU as of Q2 2025.

  • Catalyst Funds Management reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 594,960 Lufax Holding shares in Q2 2025, an estimated $1.77M.
  • Catalyst Funds Management first reported a position in Lufax Holding in Q2 2024 and held it in 4 quarters.
  • Catalyst Funds Management's Lufax Holding position peaked at $2.12M in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Catalyst Funds Management's 13F filing for Q2 2025, filed 12 Aug 2025.