Fidelity Investments
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Fidelity Investments’s Lufax Holding LU Stock Holding History

Fidelity Investments’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 		$7.38M Sell
3,947,314
-147
-0% -$371 ﹤0.01% 2155
2025
Q4 		$10.1M Buy
3,947,461
+1,730,718
+78% +$5.12M ﹤0.01% 2026
2025
Q3 		$9M Buy
2,216,743
+2,216,582
+1,376,759% +$6.62M ﹤0.01% 2042
2025
Q2 		$449 Hold
161
– – ﹤0.01% 5041
2025
Q1 		$478 Hold
161
– – ﹤0.01% 5023
2024
Q4 		$385 Sell
161
-87
-35% -$240 ﹤0.01% 5012
2024
Q3 		$866 Sell
248
-4,778
-95% -$12.5K ﹤0.01% 4924
2024
Q2 		$11.9K Sell
5,026
-20,475
-80% -$78.1K ﹤0.01% 4267
2024
Q1 		$108K Buy
25,501
+19,954
+360% +$55.9K ﹤0.01% 3253
2023
Q4 		$17K Buy
5,547
+4,874
+724% +$18.2K ﹤0.01% 4026
2023
Q3 		$2.85K Sell
673
-5,589
-89% -$31K ﹤0.01% 4454
2023
Q2 		$35.8K Sell
6,262
-685
-10% -$4.53K ﹤0.01% 3601
2023
Q1 		$56.7K Sell
6,947
-1,110
-14% -$10.6K ﹤0.01% 3401
2022
Q4 		$62.5K Buy
8,057
+4,768
+145% +$36.3K ﹤0.01% 3365
2022
Q3 		$33K Buy
3,289
+748
+29% +$12.8K ﹤0.01% 3638
2022
Q2 		$61K Buy
2,541
+2,376
+1,440% +$55.2K ﹤0.01% 3496
2022
Q1 		$4K Buy
+165
New +$3.63K ﹤0.01% 4500
2021
Q3 		– Sell
-20
Closed -$1K – 4751
2021
Q2 		$1K Hold
20
– – ﹤0.01% 4065
2021
Q1 		$1K Hold
20
– – ﹤0.01% 3858
2020
Q4 		$1K Buy
+20
New +$1.2K ﹤0.01% 3709

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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return