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Farallon Capital Management’s Lufax Holding LU Stock Holding History

Farallon Capital 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
-15,000
Closed -$52.4K – 162
2024
Q3 		$52.4K Hold
15,000
– – ﹤0.01% 155
2024
Q2 		$35.5K Sell
15,000
-134,999
-90% -$515K ﹤0.01% 155
2024
Q1 		$633K Hold
149,999
– – ﹤0.01% 125
2023
Q4 		$460K Sell
149,999
-1
-0% -$4 ﹤0.01% 111
2023
Q3 		$636K Sell
150,000
-4,837,455
-97% -$26.8M ﹤0.01% 117
2023
Q2 		$28.5M Sell
4,987,455
-4,586,681
-48% -$30.3M 0.14% 75
2023
Q1 		$78.1M Sell
9,574,136
-34,964
-0.4% -$335K 0.43% 51
2022
Q4 		$74.6M Buy
9,609,100
+4,475,000
+87% +$34.1M 0.44% 54
2022
Q3 		$52.2M Sell
5,134,100
-801,000
-13% -$13.7M 0.29% 68
2022
Q2 		$142M Buy
5,935,100
+426,500
+8% +$9.9M 0.77% 43
2022
Q1 		$123M Buy
5,508,600
+753,750
+16% +$16.6M 0.59% 43
2021
Q4 		$107M Buy
4,754,850
+1,165,625
+32% +$30.5M 0.53% 48
2021
Q3 		$100M Buy
3,589,225
+758,125
+27% +$25.2M 0.47% 53
2021
Q2 		$128M Buy
2,831,100
+372,750
+15% +$18.8M 0.52% 47
2021
Q1 		$143M Buy
2,458,350
+1,118,912
+84% +$68.7M 0.71% 41
2020
Q4 		$76.1M Buy
+1,339,438
New +$80.2M 0.46% 50

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

Farallon Capital Management's LU Position: Q4 2024 in Review

Farallon Capital Management sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 15,000 shares — an estimated $52.4K sold.

Farallon Capital Management first reported a position in LU in Q4 2020 and held it in 16 quarters. The position peaked at $143M in Q1 2021. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

  • Farallon Capital Management reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
  • Farallon Capital Management sold 15,000 Lufax Holding shares in Q4 2024, an estimated $52.4K.
  • Farallon Capital Management first reported a position in Lufax Holding in Q4 2020 and held it in 16 quarters.
  • Farallon Capital Management's Lufax Holding position peaked at $143M in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Farallon Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.