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Diversified Trust’s Lufax Holding LU Stock Holding History

Diversified Trust’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
-11,110
Closed -$38.8K – 965
2024
Q3 		$38.8K Hold
11,110
– – ﹤0.01% 895
2024
Q2 		$26.3K Sell
11,110
-10,801
-49% -$41.2K ﹤0.01% 861
2024
Q1 		$92.5K Buy
+21,911
New +$61.4K ﹤0.01% 797

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

Diversified Trust's LU Position: Q4 2024 in Review

Diversified Trust sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 11,110 shares — an estimated $38.8K sold.

Diversified Trust first reported a position in LU in Q1 2024 and held it in 3 quarters. The position peaked at $92.5K in Q1 2024. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

  • Diversified Trust reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
  • Diversified Trust sold 11,110 Lufax Holding shares in Q4 2024, an estimated $38.8K.
  • Diversified Trust first reported a position in Lufax Holding in Q1 2024 and held it in 3 quarters.
  • Diversified Trust's Lufax Holding position peaked at $92.5K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Diversified Trust's 13F filing for Q4 2024, filed 7 Jan 2025.