Grantham, Mayo, Van Otterloo & Co (GMO)’s Lufax Holding LU Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	-28,662	Closed	-$68.5K	–	658
2024 Q4	$68.5K	Sell	28,662 -191,486	-87%	-$529K	﹤0.01%	568
2024 Q3	$768K	Hold	220,148	–	–	﹤0.01%	468
2024 Q2	$522K	Sell	220,148 -4,480	-2%	-$17.1K	﹤0.01%	447
2024 Q1	$948K	Buy	+224,628	New	+$629K	﹤0.01%	398
2022 Q2	–	Sell	-229,204	Closed	-$5.11M	–	782
2022 Q1	$5.11M	Sell	229,204 -158,700	-41%	-$3.5M	0.02%	349
2021 Q4	$8.74M	Buy	387,904 +111,494	+40%	+$2.92M	0.04%	274
2021 Q3	$7.72M	Buy	276,410 +91,450	+49%	+$3.03M	0.04%	276
2021 Q2	$8.36M	Sell	184,960 -50,376	-21%	-$2.54M	0.04%	269
2021 Q1	$13.7M	Buy	235,336 +11,026	+5%	+$677K	0.07%	194
2020 Q4	$12.7M	Buy	+224,310	New	+$13.4M	0.08%	179

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s LU Position: Q1 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Lufax Holding (LU) in Q1 2025, closing a stake of 28,662 shares — an estimated $68.5K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in LU in Q4 2020 and held it in 10 quarters. The position peaked at $13.7M in Q1 2021. 103 funds tracked by Wall St. Rank hold LU as of Q1 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Lufax Holding position as of Q1 2025 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 28,662 Lufax Holding shares in Q1 2025, an estimated $68.5K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Lufax Holding in Q4 2020 and held it in 10 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Lufax Holding position peaked at $13.7M in Q1 2021.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2025, filed 14 May 2025.