E Fund Management (HK)’s Lufax Holding LU Stock Holding History

E Fund Management (HK)’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 Q1	–	Sell	-175,786	Closed	-$540K	–	84
2023 Q4	$540K	Buy	175,786 +23,808	+16%	+$88.7K	0.29%	29
2023 Q3	$644K	Sell	151,978 -1,802	-1%	-$9.98K	0.41%	26
2023 Q2	$880K	Sell	153,780 -6,600	-4%	-$43.6K	0.66%	24
2023 Q1	$1.31M	Buy	160,380 +44,205	+38%	+$424K	0.73%	22
2022 Q4	$902K	Hold	116,175	–	–	0.77%	20
2022 Q3	$1.18M	Sell	116,175 -27,961	-19%	-$477K	0.94%	22
2022 Q2	$3.46M	Buy	144,136 +55,276	+62%	+$1.28M	2.39%	12
2022 Q1	$1.99M	Buy	+88,860	New	+$1.96M	1.27%	17
2021 Q2	$497K	Sell	11,001 -430	-4%	-$21.7K	0.31%	36
2021 Q1	$664K	Buy	+11,431	New	+$702K	0.21%	39

Other funds holding LU

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

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

E Fund Management (HK)'s LU Position: Q1 2024 in Review

E Fund Management (HK) sold out of Lufax Holding (LU) in Q1 2024, closing a stake of 175,786 shares — an estimated $540K sold.

E Fund Management (HK) first reported a position in LU in Q1 2021 and held it in 10 quarters. The position peaked at $3.46M in Q2 2022. 129 funds tracked by Wall St. Rank hold LU as of Q1 2024.

E Fund Management (HK) reported no remaining Lufax Holding position as of Q1 2024 after selling out during the quarter.
E Fund Management (HK) sold 175,786 Lufax Holding shares in Q1 2024, an estimated $540K.
E Fund Management (HK) first reported a position in Lufax Holding in Q1 2021 and held it in 10 quarters.
E Fund Management (HK)'s Lufax Holding position peaked at $3.46M in Q2 2022.
129 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2024.

Based on E Fund Management (HK)'s 13F filing for Q1 2024, filed 24 Apr 2024.