Caxton Associates (New York)’s Lufax Holding LU Stock Holding History

Caxton Associates (New York)’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	$2.15M	Sell	898,359 -54,172	-6%	-$150K	0.07%	94
2024 Q3	$3.32M	Buy	952,531 +44,470	+5%	+$116K	0.12%	58
2024 Q2	$2.15M	Buy	+908,061	New	+$3.46M	0.07%	143
2024 Q1	–	Sell	-146,591	Closed	-$450K	–	532
2023 Q4	$450K	Sell	146,591 -180,170	-55%	-$671K	0.02%	342
2023 Q3	$1.39M	Buy	326,761 +315,686	+2,850%	+$1.75M	0.19%	101
2023 Q2	$63.3K	Sell	11,075 -97,908	-90%	-$647K	0.01%	467
2023 Q1	$889K	Sell	108,983 -42,722	-28%	-$410K	0.13%	165
2022 Q4	$1.18M	Buy	151,705 +128,180	+545%	+$976K	0.08%	94
2022 Q3	$239K	Buy	23,525 +11,803	+101%	+$202K	0.03%	367
2022 Q2	$281K	Buy	+11,722	New	+$272K	0.03%	401

Other funds holding LU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Caxton Associates (New York)'s LU Position: Q4 2024 in Review

Caxton Associates (New York) reduced its Lufax Holding (LU) stake by 5.7% in Q4 2024, selling an estimated $150K and leaving 898,359 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #94.

Caxton Associates (New York) first reported a position in LU in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.32M in Q3 2024. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

Caxton Associates (New York) held 898,359 shares of Lufax Holding worth $2.15M as of Q4 2024.
Caxton Associates (New York) sold 54,172 Lufax Holding shares in Q4 2024, an estimated $150K.
Lufax Holding made up 0.07% of Caxton Associates (New York)'s portfolio in Q4 2024, its #94 holding.
Caxton Associates (New York) first reported a position in Lufax Holding in Q2 2022 and has held it in 10 quarters since.
Caxton Associates (New York)'s Lufax Holding position peaked at $3.32M in Q3 2024.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Caxton Associates (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.