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E Fund Management’s Lufax Holding LU Stock Holding History

E Fund 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
2024
Q4 		– Sell
-1,118,476
Closed -$3.9M – 405
2024
Q3 		$3.9M Buy
1,118,476
+4,216
+0.4% +$11K 0.2% 52
2024
Q2 		$2.64M Sell
1,114,260
-62,185
-5% -$237K 0.15% 67
2024
Q1 		$4.96M Sell
1,176,445
-166,216
-12% -$465K 0.31% 34
2023
Q4 		$4.12M Buy
1,342,661
+20,919
+2% +$77.9K 0.26% 32
2023
Q3 		$5.6M Sell
1,321,742
-1,802
-0.1% -$9.98K 0.43% 27
2023
Q2 		$7.57M Sell
1,323,544
-11,811
-0.9% -$78.1K 0.6% 26
2023
Q1 		$10.9M Buy
1,335,355
+55,572
+4% +$533K 0.8% 27
2022
Q4 		$9.93M Sell
1,279,783
-29,257
-2% -$223K 0.83% 23
2022
Q3 		$13.3M Sell
1,309,040
-26,594
-2% -$454K 1.24% 19
2022
Q2 		$32.1M Buy
1,335,634
+232,618
+21% +$5.4M 2.9% 7
2022
Q1 		$24.6M Buy
1,103,016
+324,885
+42% +$7.16M 0.8% 14
2021
Q4 		$17.5M Buy
778,131
+209,119
+37% +$5.48M 0.62% 16
2021
Q3 		$15.9M Buy
+569,012
New +$18.9M 0.66% 15
2021
Q1 		$7.75M Buy
+133,492
New +$8.2M 0.64% 20

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

E Fund Management's LU Position: Q4 2024 in Review

E Fund Management sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 1,118,476 shares — an estimated $3.9M sold.

E Fund Management first reported a position in LU in Q1 2021 and held it in 14 quarters. The position peaked at $32.1M in Q2 2022. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

  • E Fund Management reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
  • E Fund Management sold 1,118,476 Lufax Holding shares in Q4 2024, an estimated $3.9M.
  • E Fund Management first reported a position in Lufax Holding in Q1 2021 and held it in 14 quarters.
  • E Fund Management's Lufax Holding position peaked at $32.1M in Q2 2022.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on E Fund Management's 13F filing for Q4 2024, filed 7 Feb 2025.