Geode Capital Management’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $351K | Buy |
187,853
+3,731
| +2% | +$9.43K | ﹤0.01% | 3703 |
|
|
2025
Q4 | $471K | Buy |
184,122
+31,272
| +20% | +$92.4K | ﹤0.01% | 3605 |
|
|
2025
Q3 | $621K | Buy |
152,850
+9,612
| +7% | +$28.7K | ﹤0.01% | 3536 |
|
|
2025
Q2 | $400K | Buy |
143,238
+5,417
| +4% | +$15.3K | ﹤0.01% | 3628 |
|
|
2025
Q1 | $409K | Buy |
137,821
+12,454
| +10% | +$34.5K | ﹤0.01% | 3619 |
|
|
2024
Q4 | $300K | Buy |
125,367
+1,751
| +1% | +$4.83K | ﹤0.01% | 3764 |
|
|
2024
Q3 | $431K | Buy |
123,616
+32,536
| +36% | +$85.1K | ﹤0.01% | 3646 |
|
|
2024
Q2 | $216K | Sell |
91,080
-1,085
| -1% | -$4.14K | ﹤0.01% | 3879 |
|
|
2024
Q1 | $389K | Sell |
92,165
-924,029
| -91% | -$2.59M | ﹤0.01% | 3700 |
|
|
2023
Q4 | $3.1M | Buy |
1,016,194
+196,538
| +24% | +$732K | ﹤0.01% | 2935 |
|
|
2023
Q3 | $3.45M | Buy |
819,656
+15,445
| +2% | +$85.5K | ﹤0.01% | 2827 |
|
|
2023
Q2 | $4.57M | Sell |
804,211
-345,224
| -30% | -$2.28M | ﹤0.01% | 2729 |
|
|
2023
Q1 | $9.34M | Buy |
1,149,435
+376,504
| +49% | +$3.61M | ﹤0.01% | 2291 |
|
|
2022
Q4 | $5.97M | Sell |
772,931
-278,094
| -26% | -$2.12M | ﹤0.01% | 2573 |
|
|
2022
Q3 | $10.7M | Sell |
1,051,025
-109,337
| -9% | -$1.87M | ﹤0.01% | 2200 |
|
|
2022
Q2 | $27.7M | Buy |
1,160,362
+288,552
| +33% | +$6.7M | ﹤0.01% | 1523 |
|
|
2022
Q1 | $19.3M | Buy |
871,810
+657,137
| +306% | +$14.5M | ﹤0.01% | 1930 |
|
|
2021
Q4 | $4.83M | Buy |
214,673
+63,077
| +42% | +$1.65M | ﹤0.01% | 2922 |
|
|
2021
Q3 | $4.19M | Buy |
151,596
+17,137
| +13% | +$569K | ﹤0.01% | 3015 |
|
|
2021
Q2 | $6.02M | Buy |
134,459
+10,860
| +9% | +$547K | ﹤0.01% | 2789 |
|
|
2021
Q1 | $7.11M | Buy |
123,599
+7,036
| +6% | +$432K | ﹤0.01% | 2597 |
|
|
2020
Q4 | $6.56M | Buy |
+116,563
| New | +$6.98M | ﹤0.01% | 2441 |
|
Other funds holding LU
AIM
YC
VCM
VFT
