EI
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Ethic Inc’s Lufax Holding LU Stock Holding History

Ethic Inc’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
2026
Q1 		$21.2K Sell
11,330
-1,914
-14% -$4.83K ﹤0.01% 1230
2025
Q4 		$33.9K Sell
13,244
-1,076
-8% -$3.18K ﹤0.01% 1198
2025
Q3 		$58.1K Sell
14,320
-60
-0.4% -$179 ﹤0.01% 1174
2025
Q2 		$39.4K Sell
14,380
-798
-5% -$2.25K ﹤0.01% 1198
2025
Q1 		$44.9K Sell
15,178
-5,578
-27% -$15.5K ﹤0.01% 1139
2024
Q4 		$49.6K Sell
20,756
-93,845
-82% -$259K ﹤0.01% 1130
2024
Q3 		$484K Buy
114,601
+66,684
+139% +$174K 0.01% 768
2024
Q2 		$114K Sell
47,917
-66,684
-58% -$254K ﹤0.01% 1063
2024
Q1 		$484K Buy
114,601
+65,733
+135% +$184K 0.01% 767
2023
Q4 		$150K Buy
+48,868
New +$182K ﹤0.01% 1001

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $206M AUM 17.09% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return