Grantham, Mayo, Van Otterloo & Co (GMO)’s Lufax Holding LU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,662
| Closed | -$68.5K | – | 658 |
|
|
2024
Q4 | $68.5K | Sell |
28,662
-191,486
| -87% | -$458K | ﹤0.01% | 568 |
|
|
2024
Q3 | $768K | Hold |
220,148
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $522K | Sell |
220,148
-4,480
| -2% | -$10.6K | ﹤0.01% | 447 |
|
|
2024
Q1 | $948K | Buy |
+224,628
| New | +$948K | ﹤0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-229,204
| Closed | -$5.11M | – | 782 |
|
|
2022
Q1 | $5.11M | Sell |
229,204
-158,700
| -41% | -$3.54M | 0.02% | 348 |
|
|
2021
Q4 | $8.74M | Buy |
387,904
+111,494
| +40% | +$2.51M | 0.04% | 274 |
|
|
2021
Q3 | $7.72M | Buy |
276,410
+91,450
| +49% | +$2.55M | 0.04% | 274 |
|
|
2021
Q2 | $8.36M | Sell |
184,960
-50,376
| -21% | -$2.28M | 0.04% | 267 |
|
|
2021
Q1 | $13.7M | Buy |
235,336
+11,026
| +5% | +$640K | 0.07% | 194 |
|
|
2020
Q4 | $12.7M | Buy |
+224,310
| New | +$12.7M | 0.08% | 178 |
|