Engineers Gate Manager’s Lufax Holding LU Stock Holding History

Engineers Gate Manager’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
2025 Q1	–	Sell	-41,553	Closed	-$99.3K	–	2397
2024 Q4	$99.3K	Sell	41,553 -37,968	-48%	-$105K	﹤0.01%	2000
2024 Q3	$278K	Buy	+79,521	New	+$208K	0.01%	1655
2024 Q1	–	Sell	-436,549	Closed	-$1.34M	–	2131
2023 Q4	$1.34M	Buy	436,549 +428,774	+5,515%	+$1.6M	0.04%	637
2023 Q3	$33K	Buy	+7,775	New	+$43.1K	﹤0.01%	1681
2023 Q2	–	Sell	-14,049	Closed	-$115K	–	1902
2023 Q1	$115K	Buy	+14,049	New	+$135K	﹤0.01%	1496
2022 Q1	–	Sell	-22,672	Closed	-$511K	–	2123
2021 Q4	$511K	Buy	+22,672	New	+$594K	0.02%	1038
2021 Q3	–	Sell	-8,082	Closed	-$365K	–	1826
2021 Q2	$365K	Buy	+8,082	New	+$407K	0.02%	1004

Other funds holding LU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Engineers Gate Manager's LU Position: Q1 2025 in Review

Engineers Gate Manager sold out of Lufax Holding (LU) in Q1 2025, closing a stake of 41,553 shares — an estimated $99.3K sold.

Engineers Gate Manager first reported a position in LU in Q2 2021 and held it in 7 quarters. The position peaked at $1.34M in Q4 2023. 103 funds tracked by Wall St. Rank hold LU as of Q1 2025.

Engineers Gate Manager reported no remaining Lufax Holding position as of Q1 2025 after selling out during the quarter.
Engineers Gate Manager sold 41,553 Lufax Holding shares in Q1 2025, an estimated $99.3K.
Engineers Gate Manager first reported a position in Lufax Holding in Q2 2021 and held it in 7 quarters.
Engineers Gate Manager's Lufax Holding position peaked at $1.34M in Q4 2023.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2025.

Based on Engineers Gate Manager's 13F filing for Q1 2025, filed 15 May 2025.