HRT Financial’s Lufax Holding LU Stock Holding History

HRT Financial’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	$357K	Buy	190,946 +81,123	+74%	+$205K	﹤0.01%	2752
2025 Q4	$281K	Buy	109,823 +4,453	+4%	+$13.2K	﹤0.01%	2409
2025 Q3	$427K	Buy	105,370 +87,411	+487%	+$261K	﹤0.01%	1974
2025 Q2	$50K	Buy	+17,959	New	+$50.7K	﹤0.01%	2305
2025 Q1	–	Sell	-567,265	Closed	-$1.35M	–	3037
2024 Q4	$1.35M	Buy	+567,265	New	+$1.57M	0.01%	921
2024 Q2	–	Sell	-861,185	Closed	-$3.63M	–	2744
2024 Q1	$3.63M	Buy	+861,185	New	+$2.41M	0.02%	361
2023 Q3	–	Sell	-54,172	Closed	-$309K	–	2820
2023 Q2	$309K	Sell	54,172 -25,632	-32%	-$169K	﹤0.01%	1608
2023 Q1	$651K	Buy	+79,804	New	+$765K	0.01%	1194
2022 Q4	–	Sell	-139,092	Closed	-$1.41M	–	2879
2022 Q3	$1.41M	Buy	+139,092	New	+$2.37M	0.02%	742
2022 Q1	–	Sell	-34,160	Closed	-$769K	–	3562
2021 Q4	$769K	Buy	+34,160	New	+$895K	﹤0.01%	1351
2021 Q2	–	Sell	-7,164	Closed	-$416K	–	3259
2021 Q1	$416K	Buy	+7,164	New	+$440K	﹤0.01%	1924

Other funds holding LU

Alpine Investment Management Hong Kong $206M 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 $5.7T 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