GSA Capital Partners’s Lufax Holding LU Stock Holding History

GSA Capital Partners’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	$265K	Buy	+141,717	New	+$358K	0.02%	1315
2025 Q3	–	Sell	-49,278	Closed	-$137K	–	1908
2025 Q2	$137K	Buy	49,278 +5,890	+14%	+$16.6K	0.01%	1583
2025 Q1	$129K	Buy	+43,388	New	+$120K	0.01%	1471
2024 Q3	–	Sell	-241,762	Closed	-$573K	–	1842
2024 Q2	$573K	Buy	+241,762	New	+$922K	0.04%	868
2023 Q3	–	Sell	-5,736	Closed	-$33K	–	1738
2023 Q2	$33K	Sell	5,736 -126,740	-96%	-$838K	﹤0.01%	1430
2023 Q1	$1.08M	Sell	132,476 -28,043	-17%	-$269K	0.11%	277
2022 Q4	$1.25M	Buy	160,519 +108,430	+208%	+$826K	0.15%	115
2022 Q3	$529K	Buy	52,089 +33,604	+182%	+$574K	0.07%	528
2022 Q2	$444K	Buy	+18,485	New	+$429K	0.07%	570
2021 Q4	–	Sell	-7,227	Closed	-$202K	–	1627
2021 Q3	$202K	Buy	7,227 +651	+10%	+$21.6K	0.02%	1243
2021 Q2	$297K	Buy	+6,576	New	+$331K	0.03%	954

Other funds holding LU

Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return