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Harvest Fund Management’s Lufax Holding LU Stock Holding History

Harvest Fund Management’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
2024
Q4 		– Sell
-292
Closed -$1K – 793
2024
Q3 		$1K Hold
292
– – ﹤0.01% 593
2024
Q2 		$1K Hold
292
– – ﹤0.01% 608
2024
Q1 		$1K Sell
292
-3,522
-92% -$9.86K ﹤0.01% 639
2023
Q4 		$12K Sell
3,814
-159,758
-98% -$595K ﹤0.01% 528
2023
Q3 		$694K Buy
163,572
+50,278
+44% +$278K 0.12% 95
2023
Q2 		$639K Buy
113,294
+3,121
+3% +$20.6K 0.13% 87
2023
Q1 		$899K Buy
110,173
+8,783
+9% +$84.2K 0.2% 66
2022
Q4 		$791K Buy
101,390
+51,383
+103% +$391K 0.2% 69
2022
Q3 		$502K Buy
+50,007
New +$854K 0.15% 80

Other funds holding LU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Harvest Fund Management's LU Position: Q4 2024 in Review

Harvest Fund Management sold out of Lufax Holding (LU) in Q4 2024, closing a stake of 292 shares — an estimated $1K sold.

Harvest Fund Management first reported a position in LU in Q3 2022 and held it in 9 quarters. The position peaked at $899K in Q1 2023. 103 funds tracked by Wall St. Rank hold LU as of Q4 2024.

  • Harvest Fund Management reported no remaining Lufax Holding position as of Q4 2024 after selling out during the quarter.
  • Harvest Fund Management sold 292 Lufax Holding shares in Q4 2024, an estimated $1K.
  • Harvest Fund Management first reported a position in Lufax Holding in Q3 2022 and held it in 9 quarters.
  • Harvest Fund Management's Lufax Holding position peaked at $899K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2024.

Based on Harvest Fund Management's 13F filing for Q4 2024, filed 11 Feb 2025.