JBF Capital’s Lufax Holding LU Stock Holding History

JBF Capital’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	$636K	Hold	339,884	–	–	0.09%	60
2025 Q4	$870K	Hold	339,884	–	–	0.13%	34
2025 Q3	$1.38M	Hold	339,884	–	–	0.2%	31
2025 Q2	$948K	Hold	339,884	–	–	0.15%	34
2025 Q1	$1.01M	Hold	339,884	–	–	0.19%	29
2024 Q4	$812K	Sell	339,884 -5,000	-1%	-$13.8K	0.14%	38
2024 Q3	$1.2M	Buy	344,884 +289,884	+527%	+$758K	0.18%	45
2024 Q2	$130K	Sell	55,000 -250,000	-82%	-$953K	0.02%	76
2024 Q1	$1.29M	Buy	305,000 +275,000	+917%	+$770K	0.21%	40
2023 Q4	$92.1K	Buy	30,000 +1,250	+4%	+$4.66K	0.02%	73
2023 Q3	$122K	Buy	28,750 +3,750	+15%	+$20.8K	0.03%	63
2023 Q2	$143K	Hold	25,000	–	–	0.03%	63
2023 Q1	$204K	Sell	25,000 -1,250	-5%	-$12K	0.05%	55
2022 Q4	$204K	Buy	26,250 +6,250	+31%	+$47.6K	0.05%	46
2022 Q3	$203K	Buy	20,000 +3,750	+23%	+$64K	0.05%	49
2022 Q2	$390K	Hold	16,250	–	–	0.1%	38
2022 Q1	$362K	Buy	16,250 +625	+4%	+$13.8K	0.08%	42
2021 Q4	$352K	Buy	+15,625	New	+$409K	0.07%	45

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