E Fund Management
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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
-111,848
Closed -$3.9M – 405
2024
Q3 		$3.9M Buy
111,848
+422
+0.4% +$11K 0.2% 52
2024
Q2 		$2.64M Sell
111,426
-6,219
-5% -$237K 0.15% 67
2024
Q1 		$4.96M Sell
117,645
-16,621
-12% -$465K 0.31% 34
2023
Q4 		$4.12M Buy
134,266
+2,092
+2% +$77.9K 0.26% 32
2023
Q3 		$5.6M Sell
132,174
-180
-0.1% -$10K 0.43% 27
2023
Q2 		$7.57M Sell
132,354
-1,181
-0.9% -$78.1K 0.6% 26
2023
Q1 		$10.9M Buy
133,535
+5,557
+4% +$533K 0.8% 27
2022
Q4 		$9.9M Sell
127,978
-2,926
-2% -$223K 0.83% 23
2022
Q3 		$13.3M Sell
130,904
-2,659
-2% -$454K 1.24% 19
2022
Q2 		$32.1M Buy
133,563
+23,261
+21% +$5.4M 2.9% 7
2022
Q1 		$24.6M Buy
110,302
+32,489
+42% +$7.16M 0.8% 14
2021
Q4 		$17.5M Buy
77,813
+20,912
+37% +$5.48M 0.62% 16
2021
Q3 		$15.9M Buy
+56,901
New +$18.9M 0.66% 15
2021
Q1 		$7.75M Buy
+13,349
New +$8.2M 0.64% 20

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Tiger Pacific Capital
Tiger Pacific Capital New York $218M AUM 12.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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 111,848 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. 101 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 111,848 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.
  • 101 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.